Managing Director

WealthBridge Financial Group; Milwaukee (WI); Sur place; USD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training & development

Résumé du poste

WealthBridge Financial Group seeks a Managing Director and proven financial advisor to lead a growth-oriented practice in the United States. The role combines continuing client work with building and mentoring a team of experienced advisors, creating a high-performance culture, and shaping the firm’s future growth.

You will leverage the firm’s long history and strong brand while developing your leadership style and expanding the practice through strategic hires and client development.

Qualifications

• Minimum 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, planning, and relationship management.
• Leadership ability with a focus on mentoring and building high-performing teams.
• Must be authorized to work in the United States.

Responsabilités

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to grow the practice.
• Maintain your own client work while expanding the team's capabilities.
• Foster a high-performance culture and shape the firm's growth strategy.

Connaissances

Leadership

Team building

Relationship management

Mentoring

Strategic planning

Sales/Business development

Formation

Life and Health License

FINRA Series 6/7/63/66

Description du poste

Overview

Managing Director | WealthBridge

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

As the 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 firm’s future growth.

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.

Responsibilities

• 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