Managing Director

WealthBridge Financial Group; Waunakee (WI); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health coverage

401(k) Plan

Disability insurance

Wellness resources

Career growth/training

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing to manage a personal client practice. You will recruit, mentor, and develop top advisors, fostering a high-performance culture and aligning growth with the firm’s long-term vision.

This leadership role leverages the firm's 175+ years of history, offering robust infrastructure, brand strength, and ownership over strategic practice expansion in Wisconsin.

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.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue personal client work while expanding the practice.
• Recruit, mentor, and develop advisors to drive growth.
• Foster a high-performance culture and strategic growth vision.

Skills

Leadership

Client development

Team management

Mentoring

Licensing (Series 6/7)

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. 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