Managing Director: Lead a High-Performance Advisory Team

WealthBridge Financial Group; Fort Collins (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training and growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Fort Collins, Colorado. This position emphasizes leading a team of experienced advisors while continuing your own client work, recruiting, mentoring, and shaping the firm’s growth.

You’ll benefit from the firm’s long history and brand strength, with freedom to develop your leadership style. Ideal candidates have a track record of client development, planning, and relationship management,

Qualifications

• Leadership ability with a strong interest in mentoring and building high-performing teams.
• Demonstrated success in client development, planning, and relationship management.
• Business-driven mindset with a long-term vision for growth.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to elevate practices.
• Foster a high-performance culture and shape firm growth strategy.
• Continue your own client work while scaling the practice.

Skills

Leadership

Client development

Relationship management

Mentoring

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role in Fort Collins, Colorado. This position emphasizes leading a team of experienced advisors while continuing your own client work, recruiting, mentoring, and shaping the firm’s growth.

You’ll benefit from the firm’s long history and brand strength, with freedom to develop your leadership style. Ideal candidates have a track record of client development, planning, and relationship management,