Managing Director, Financial Advisory & Team Growth

WealthBridge Financial Group; Fort Collins (CO); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role in Colorado. You will lead a growing team of advisors while maintaining your own client book, mentoring others, and shaping firm growth.

The position emphasizes leadership, development of high-performance teams, and a long-term growth mindset, with the support of a storied, expansive brand and infrastructure.

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 looking to elevate their practices.
• Recruit and mentor fellow advisors, foster a high-performance culture, and shape future growth.
• Maintain your own client work while expanding the firm’s client base and service scope.
• Collaborate with leadership to implement strategic initiatives and brand growth.

Skills

Leadership

Client development

Mentoring

Strategic thinking

Team building

Education

Life and Health Insurance License

FINRA Series 6/7 and 63/66 preferred

Job description

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role in Colorado. You will lead a growing team of advisors while maintaining your own client book, mentoring others, and shaping firm growth.

The position emphasizes leadership, development of high-performance teams, and a long-term growth mindset, with the support of a storied, expansive brand and infrastructure.