Managing Director

WealthBridge Financial Group; Plymouth (MN); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Top-tier health coverage (medical, Rx,

Dental and vision plans

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven personal practice to lead and grow a team of financial advisors. You will recruit, mentor, and foster a high-performance culture while maintaining your own client relationships and contributing to the firm’s strategic growth.

Ideal candidates have 3+ years in financial services, an active Life/Health license, and preferred FINRA licenses with sponsorship available.

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 if not 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 growth vision.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors focused on elevating practices.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Continue your own client work while developing others' books.
• Shape the firm’s future growth and strategic direction.

Skills

Leadership

Client development

Mentoring

Strategic growth

Recruiting

Relationship management

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