Managing Director | Lead Advisor & Team Growth

WealthBridge Financial Group; Salt Creek (CO); On-site; USD 120,000 - 220,000; Full time

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. You will lead a team of experienced advisors while maintaining your own client work, recruiting and mentoring peers, and shaping the firm's growth strategy.

With the support and brand strength of WealthBridge, you will build high-performing teams and drive long-term value, balancing leadership with ongoing client development and a vision for scalable growth.

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 while continuing your own client work.
• Recruit and mentor fellow advisors, foster a high-performance culture.
• Help shape the firm's future growth and growth strategy.
• Leverage the firm’s infrastructure and brand to grow your practice.

Skills

Financial services experience

Client development

Leadership

Mentoring

Strategic growth mindset

Education

Life/Health license

Tools

FINRA Series 6/7

FINRA Series 63/66

Job description

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. You will lead a team of experienced advisors while maintaining your own client work, recruiting and mentoring peers, and shaping the firm's growth strategy.

With the support and brand strength of WealthBridge, you will build high-performing teams and drive long-term value, balancing leadership with ongoing client development and a vision for scalable growth.