Managing Director, Financial Advisor

WealthBridge Financial Group; Portland (OR); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health & dental plans

401(k) with company match

Life & disability insurance

Wellness programs & mental health

Job summary

WealthBridge Financial Group seeks a proven Managing Director to lead a team of experienced financial advisors while sustaining your own client practice. The role focuses on recruiting, mentoring, and shaping a high-performance culture to drive the firm’s growth.

You will leverage the firm’s legacy and brand strength while developing a leadership model that matches your strategic vision. The position emphasizes strategic growth, people development, and maintaining client service excellence

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

Responsibilities

• Build and lead a team of experienced financial advisors who are looking to elevate their practices.
• Recruit and mentor fellow advisors, fostering a high-performance culture.
• Help shape the future growth of the firm while continuing your own client work.
• Develop leadership style aligned with the firm’s vision and brand strength.

Skills

Leadership

Team building

Mentoring

Client development

Relationship management

Growth mindset

Work authorization

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.