Managing Director, Financial Advisor

WealthBridge Financial Group; Gresham (OR); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Health coverage

401(k)

Life & Disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group seeks a seasoned Managing Director to lead and grow a personal practice while building a high-performing advisory team. You’ll continue client work, recruit and mentor colleagues, and help shape the firm’s strategic growth and culture.

Ideal candidate has 3+ years in financial services with a growing practice, active Life and Health licenses, and FINRA Series 6/7 and 63/66 (sponsorship available). CFP preferred but not required with relevant experience.

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 and relationship management.
• Leadership ability with mentoring and building high-performing teams.
• Must be authorized to work in the United States.
• CFP preferred, but not required with relevant experience.

Responsibilities

• Lead and mentor a team of advisors while managing your own client book.
• Foster a high-performance culture and shape the firm’s growth strategy.

Skills

Leadership & team building

Client development

Strategic growth

Licensing compliance

Business mindset

Authorized to work in US

Education

Certified Financial Planner preferred

Tools

FINRA licenses 6/7 & 63/66

Job description

Managing Director | WealthBridge

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
• Certified Financial Planner preferred, but not required with relevant experience.

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.