Managing Director - Lead a High-Impact Wealth Advisory Team

WealthBridge Financial Group; Idaho Falls (ID); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Health coverage including medical, etc

401(k) retirement plan with match

Life and disability insurance

Wellness programs

Career growth opportunities and formal

Job summary

WealthBridge Financial Group in Idaho Falls seeks a proven financial advisor to become Managing Director. You will lead a growing team of experienced advisors while continuing your own client work, driving practice growth and a client-centric culture aligned with the firm’s 175-year heritage.

Your responsibilities include recruiting and mentoring, setting strategy, and supporting advisors’ development, with sponsorship and resources to scale a successful personal practice within a collaborative,

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.
• Must be authorized to work in the United States.

Responsibilities

• Lead a growing team of experienced financial advisors and continue personal client work.
• Recruit, mentor, and develop advisors to elevate practice performance.
• Foster a high-performance culture and strategic growth for the firm.
• Shape the firm’s future direction through planning and leadership development initiatives.
• Collaborate with leadership to ensure client outcomes align with firm strategy.

Skills

Leadership

Team building

Client relationship management

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

Job description

WealthBridge Financial Group in Idaho Falls seeks a proven financial advisor to become Managing Director. You will lead a growing team of experienced advisors while continuing your own client work, driving practice growth and a client-centric culture aligned with the firm’s 175-year heritage.

Your responsibilities include recruiting and mentoring, setting strategy, and supporting advisors’ development, with sponsorship and resources to scale a successful personal practice within a collaborative,