Managing Director: Lead a High-Performance Advisory Team

WealthBridge Financial Group

Saint Paul (MN)

On-site

USD 180,000 - 260,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) retirement plan
Life insurance
Disability insurance
Wellness programs

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on building and leading a team of experienced advisors while you continue personal client work and mentor others.

You will recruit, mentor, and foster a high-performance culture to drive future growth, leveraging the firm’s long history and resources to expand your leadership impact.

Qualifications

  • Minimum of 3 years 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.
  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents.
  • 401(k) retirement plan with company match to help you build long-term security.
  • Life and disability insurance for added peace of mind.
  • Employee wellness programs and mental health resources.
  • Career growth opportunities and ongoing training support.

Responsibilities

  • Lead and develop a team of experienced financial advisors while continuing your own client work.
  • Recruit, mentor, and build a high-performing practice aligned with firm growth.
  • Foster a performance-driven culture and shape the future growth strategy.

Skills

Client development
Leadership
Mentoring
Team building
Growth mindset
Business development
Strategic thinking

Education

Life and Health licenses
FINRA Series 6/7 and 63/66

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on building and leading a team of experienced advisors while you continue personal client work and mentor others.

You will recruit, mentor, and foster a high-performance culture to drive future growth, leveraging the firm’s long history and resources to expand your leadership impact.

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