Managing Director

WealthBridge Financial Group; Loveland (CO); Sur place; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) match with company contribution

Life and disability insurance

Wellness programs and mental health资源

Career growth training

Résumé du poste

WealthBridge Financial Group is seeking a Managing Director to lead and grow a veteran team of financial advisors while continuing your own client work. You will recruit, mentor, and shape a high-performance culture, leveraging the firm’s 175+ years of history and strong brand.

The role emphasizes strategic leadership, business development, and sustainable growth within a trusted brokerage environment.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship available).
• Demonstrated success in client development and relationship management.
• Leadership ability with interest in mentoring and building teams.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Continue personal client work while recruiting and mentoring colleagues.
• Foster a high-performance culture and shape firm growth.
• Develop leadership style aligned with firm's history and values.

Connaissances

Leadership

Client development

Mentoring

Strategic growth

Description du poste

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history - while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

• Minimum of 3 years of experience in financial services with a growing personal practice
• Active Life and Health License required
• FINRA Series 6/7 and 63/66 licenses preferred (sponsorship and support available if not currently held)
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams
• Business-driven mindset with a long-term vision for growth
• Must be authorized to work in the United States

Benefits

• Top-tier health coverage including medical, dental, and vision plans for you and your dependents
• 401(k) retirement plan with company match to help you build long-term security
• Life and disability insurance for added peace of mind
• Employee wellness programs and mental health resources
• Career growth opportunities and ongoing training support