Managing Director

WealthBridge Financial Group; Meridian (ID); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Health coverage including medical, and

401(k) retirement plan with company1s

Life and disability insurance

Employee wellness programs

Ongoing training and career growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This opportunity is ideal for an experienced advisor who has built a personal practice and now seeks a leadership position focused on growth, mentorship, and team development while continuing client work.

As Managing Director, you will build and lead a team of advisors, recruit and mentor, foster a high-performance culture, and help shape the firm's future growth, backed by our 175 years of

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 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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue your own client work while recruiting and mentoring others.
• Foster a high-performance culture and shape the firm’s growth strategy.

Skills

Team leadership

Business development

Client relationship management

Licensing & compliance

Mentorship

Tools

FINRA Series 6/7/63/66 licenses

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 onbuilding and leading a team of experienced financial advisorswho 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.

• 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

• 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