Managing Director

WealthBridge Financial Group; Sun Valley (ID); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company"s

Life and disability insurance

Employee wellness programs

Job summary

WealthBridge Financial Group in Sun Valley, Idaho, is seeking a Managing Director who has built a personal advisory practice and now aims to lead a team of experienced financial advisors. You will continue your client work while recruiting, mentoring, and guiding others to elevate their practices.

With over 175 years of history, the firm offers strong brand support, a flexible environment, and the freedom to grow your practice while developing a leadership style that reflects your vision.

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, planning, and relationship management.
• Leadership ability with mentoring and building high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Lead and develop a team of financial advisors while continuing your client work.
• Recruit, mentor, and coach advisors to elevate practices.
• Foster a high-performance culture and shape firm growth.
• Leverage the firm's infrastructure and brand history to grow your practice.

Skills

Financial services

Leadership

Mentoring

Business development

Client relationship management

Series 6/7 licenses

Life and Health License

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