Managing Director: Lead a High-Performance Advisory Team

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

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career training and growth

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead and grow a team of experienced financial advisors while continuing your own client work. The role emphasizes recruitment, mentorship, and shaping the firm’s future growth with support from a well-established brand and infrastructure.

You will foster a high-performance culture, develop leaders, and drive strategic initiatives to expand practices across the region, leveraging 175 years of history and a strong platform for personal

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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Continue personal client work while expanding the practice and driving growth.

Skills

Leadership

Client development

Mentoring

Business mindset

Team building

Work authorization

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

Job description

WealthBridge Financial Group is seeking a Managing Director to lead and grow a team of experienced financial advisors while continuing your own client work. The role emphasizes recruitment, mentorship, and shaping the firm’s future growth with support from a well-established brand and infrastructure.

You will foster a high-performance culture, develop leaders, and drive strategic initiatives to expand practices across the region, leveraging 175 years of history and a strong platform for personal