Managing Director

WealthBridge Financial Group

Wahoo (NE)

On-site

USD 120,000 - 220,000

Full time

2 days ago
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Job summary

WealthBridge Financial Group is seeking a proven financial advisor for the role of Managing Director. This leadership position focuses on both personal client work and building a high-performing advisor team.

You will recruit, mentor, and develop a culture that drives growth and excellence, while leveraging the firm's extensive history and support network. As a Managing Director, you will lead by example, grow your personal practice, and help shape long-term strategy.

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 who are elevating their practices.
  • Recruit and mentor fellow advisors and foster a high-performance culture.
  • Continue your own client work while guiding the growth of the practice and the firm.
  • Shape the future growth of WealthBridge Financial Group by developing leadership and strategy.

Skills

Leadership
Mentoring
Client development
Relationship management
Strategic growth mindset
Team building

Education

Active Life & Health License
FINRA Series 6/7
FINRA Series 63/66
Work authorization in the United States

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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