Managing Director: Lead Advisors & Grow Practices

WealthBridge Financial Group

Beulah (ND)

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 with company’s
Life and disability insurance
Wellness programs and mental health
Ongoing training and career growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor to step into a Managing Director role. You will lead a team of experienced advisors while continuing your own client work, shaping a high-performance culture and strategic growth.

With the firm’s 175-year history, you’ll recruit and mentor new advisors, drive business development, and ensure client service aligns with long-term goals. US work authorization is required.

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

  • Lead a team of experienced financial advisors, while continuing your own client work.
  • Recruit and mentor fellow advisors and foster a high-performance culture.
  • Shape the future growth of the firm and drive business development.
  • Provide leadership that aligns with the firm’s long-term strategy.

Skills

Leadership
Team development
Client development
Mentoring
Strategy and growth
Recruiting
Relationship management

Tools

FINRA Series 6/7 licenses
FINRA 63/66 licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor to step into a Managing Director role. You will lead a team of experienced advisors while continuing your own client work, shaping a high-performance culture and strategic growth.

With the firm’s 175-year history, you’ll recruit and mentor new advisors, drive business development, and ensure client service aligns with long-term goals. US work authorization is required.

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