Managing Director: Lead a High-Performance Advisor Team

Wealthbridge-Financial-Group; Loveland (CO); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking a proven financial advisor to assume the Managing Director role, continuing your client work while leading a team of experienced advisors. You will shape growth strategy and help develop leadership within the firm.

You’ll recruit, mentor, and foster a high-performance culture, leveraging the firm’s strong brand and long history to expand practices and enhance client outcomes.

Qualifications

• Minimum of 3 years of financial services experience 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.
• Leadership ability with mentoring and team-building mindset.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit, mentor, and develop advisors while maintaining personal client work.
• Foster a high-performance culture and guide future growth strategy.
• Direct long-term growth initiatives leveraging firm heritage and brand.

Skills

Financial advisor

Leadership

Mentoring

Client development

Relationship management

Planning

Business development

Tools

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor to assume the Managing Director role, continuing your client work while leading a team of experienced advisors. You will shape growth strategy and help develop leadership within the firm.

You’ll recruit, mentor, and foster a high-performance culture, leveraging the firm’s strong brand and long history to expand practices and enhance client outcomes.