Managing Director: Growth Leader for Financial Advisors

WealthBridge Financial Group

Burgdorf (ID)

On-site

USD 150,000 - 300,000

Full time

14 days+
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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Wellness programs and mental health"
Career growth and training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor to step into a Managing Director role. You will build and lead a team of experienced financial advisors while continuing to work with your own clients and helping to grow the firm.

You’ll recruit, mentor, and develop a high-performance culture across the practice, aligning growth with a long-term vision. With access to the firm’s infrastructure and brand, you’ll shape strategy and client experience in a collaborative environment

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

  • Building and leading a team of experienced financial advisors
  • Recruit and mentor fellow advisors
  • Foster a high-performance culture
  • Help shape the future growth of the firm
  • Continue your own client work

Skills

Team leadership
Business development
Mentoring
Relationship management
Client acquisition
Strategic planning

Job description

WealthBridge Financial Group is seeking a proven financial advisor to step into a Managing Director role. You will build and lead a team of experienced financial advisors while continuing to work with your own clients and helping to grow the firm.

You’ll recruit, mentor, and develop a high-performance culture across the practice, aligning growth with a long-term vision. With access to the firm’s infrastructure and brand, you’ll shape strategy and client experience in a collaborative environment

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