Managing Director: Lead a High-Impact Wealth Advisory Team

WealthBridge Financial Group; Ashwaubenon (WI); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company匹配

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing personal client work. This leadership role emphasizes developing talent, scaling a high-performance culture, and shaping the future of the firm.

With over 175 years of history, WealthBridge offers strong brand support and infrastructure, plus sponsorship for licenses as needed. The Managing Director will mentor peers, drive growth, and align practice development with

Qualifications

• Minimum 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 available if not held).
• Proven success in client development, planning and relationship management.
• Strong leadership with mentoring and building high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors to elevate practices.
• Continue personal client work while recruiting and mentoring teammates.
• Foster a high-performance culture and drive firm growth.
• Shape the future growth strategy with firm leadership.

Skills

Leadership

Client development

Mentoring

Team building

Strategic vision

Job description

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing personal client work. This leadership role emphasizes developing talent, scaling a high-performance culture, and shaping the future of the firm.

With over 175 years of history, WealthBridge offers strong brand support and infrastructure, plus sponsorship for licenses as needed. The Managing Director will mentor peers, drive growth, and align practice development with