Managing Director & Financial Practice Leader

WealthBridge Financial Group

Rugby (ND)

On-site

USD 120,000 - 180,000

Full time

14 days+
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Benefits offered by this job

Health coverage
401(k) plan
Life and disability insurance
Wellness programs
Training opportunities

Job summary

WealthBridge Financial Group seeks a Managing Director to lead a growing team of financial advisors while continuing your own client practice. You will recruit, mentor and develop high-performing advisors, shape strategy, and drive long-term growth within a trusted, long-standing firm.

You’ll leverage the firm’s 175+ years of history, maintain client relationships, and foster a culture of excellence, accountability, and professional development across the team.

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 financial advisors while maintaining your own client practice
  • Recruit, mentor, and develop high-performing advisors
  • Foster a high-performance culture and shape the firm’s future growth

Skills

Team leadership
Mentoring
Business development
Client relationship
Strategic growth
Recruitment

Education

FINRA Series 6/7 & 63/66 licenses
Life and Health license

Job description

WealthBridge Financial Group seeks a Managing Director to lead a growing team of financial advisors while continuing your own client practice. You will recruit, mentor and develop high-performing advisors, shape strategy, and drive long-term growth within a trusted, long-standing firm.

You’ll leverage the firm’s 175+ years of history, maintain client relationships, and foster a culture of excellence, accountability, and professional development across the team.

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