Managing Director

WealthBridge Financial Group; West Allis (WI); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 匹

Life and disability insurance

Employee wellness programs

Career growth opportunities andongoing

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead a growing advisory team while continuing to manage a personal client book. This leadership position emphasizes mentorship, strategic growth, and a high-performance culture.

As MD, you will recruit, develop talent, and shape the future direction of the firm, balancing firm support with the freedom to grow individual practices. The role rewards leadership and sustained client success in financial services.

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).
• 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 focused on elevating practices.
• Recruit, mentor, and develop fellow advisors to foster a high-performance culture.
• Continue your own client work while shaping the firm's growth strategy.
• Collaborate with leadership to drive long-term vision and execution.
• Maintain alignment with regulatory requirements and firm standards.

Skills

Client development

Leadership

Mentoring

Relationship management

Strategic planning

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

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