Managing Director: Lead a High-Impact Advisory Team

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

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health资源

Ongoing training and career growth

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory track record to lead a growing practice. This role combines personal client work with team leadership and development, backed by the firm’s long-standing brand and resources.

You will recruit, mentor, and guide advisors to elevate performance, while shaping strategy and culture to support sustainable growth. The position emphasizes leadership, client growth, and long-term relationship management.

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.
• 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.

Responsibilities

• Lead and build a team of experienced financial advisors while continuing personal client work.
• Recruit, mentor, and develop advisors to grow the practice.
• Foster a high-performance culture and shape the firm's growth strategy.

Skills

Leadership

Mentoring

Client development

Strategic thinking

Team building

Tools

FINRA licenses (6/7, 63/66)

Job description

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory track record to lead a growing practice. This role combines personal client work with team leadership and development, backed by the firm’s long-standing brand and resources.

You will recruit, mentor, and guide advisors to elevate performance, while shaping strategy and culture to support sustainable growth. The position emphasizes leadership, client growth, and long-term relationship management.