Managing Director

WealthBridge Financial Group

Park River (ND)

On-site

USD 120,000 - 240,000

Full time

2 days ago
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Benefits offered by this job

Health coverage
401(k) with company match
Life & disability insurance
Wellness programs
Training & growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor transitioning into a Managing Director role to build and lead a team of experienced advisors. You will continue your client work while recruiting, mentoring, and fostering a high-performance culture.

With the firm's long history and strong brand, you will shape growth, coach others, and develop leadership practices that align with your vision. Our environment supports personal growth and strategic impact.

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 personal client work while managing the team.
  • Recruit and mentor fellow advisors.
  • Foster a high-performance culture and growth strategy.
  • Shape future growth of the firm.

Skills

Leadership
Mentoring
Client development
Relationship management
Strategic growth
Business mindset
Team building

Education

Life and Health license
FINRA Series 6/7 & 63/66 licenses

Job description

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.
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