Managing Director: Lead a High-Impact Wealth Advisory Team

Wealthbridge-Financial-Group; Ammon (ID); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life & disability insurance

Wellness programs

Training & growth

Job summary

WealthBridge Financial Group seeks a proven financial advisor stepping into a strategic Managing Director role. You will lead your personal practice while building and guiding a team of seasoned advisors, shaping growth with your leadership.

With the firm's extensive history and infrastructure, you will mentor peers, recruit talent, and foster a high-performance culture, balancing client work with leadership responsibilities to drive long-term success.

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
• Must be authorized to work in the United States
• Demonstrated success in client development, planning, and relationship management
• Leadership ability with a strong interest in mentoring and building high-performing teams

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture and drive growth.
• Continue managing your own client practice.
• Shape the future growth of the firm.

Skills

Financial advising

Leadership

Mentoring

Client development

Team building

Tools

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group seeks a proven financial advisor stepping into a strategic Managing Director role. You will lead your personal practice while building and guiding a team of seasoned advisors, shaping growth with your leadership.

With the firm's extensive history and infrastructure, you will mentor peers, recruit talent, and foster a high-performance culture, balancing client work with leadership responsibilities to drive long-term success.