Managing Director — Lead Advisors, Grow Your Practice

WealthBridge Financial Group

Evans (CO)

On-site

USD 150,000 - 320,000

Full time

4 days ago
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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Ongoing training

Job summary

WealthBridge Financial Group is seeking a Managing Director who will lead a growing team of financial advisors while maintaining your own client practice. The role emphasizes leadership, strategic growth, and developmental mentoring in a firm with deep history and strong brand support.

You will recruit, coach, and empower advisors to elevate client outcomes and practice performance. The right candidate has 3+ years in financial services, active life/health licensing, and ideally FINRA Series 6/7

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 available if not held).
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership ability with mentoring and building high-performing teams.
  • Authorized to work in the United States.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Recruit, mentor, and develop advisors to grow practices.
  • Foster a high-performance culture across the firm.
  • Continue personal client work while shaping the firm's growth strategy.
  • Collaborate with leadership to expand services and client solutions.

Skills

Leadership
Client development
Planning
Relationship management
Mentoring
Growth mindset
Work authorization

Job description

WealthBridge Financial Group is seeking a Managing Director who will lead a growing team of financial advisors while maintaining your own client practice. The role emphasizes leadership, strategic growth, and developmental mentoring in a firm with deep history and strong brand support.

You will recruit, coach, and empower advisors to elevate client outcomes and practice performance. The right candidate has 3+ years in financial services, active life/health licensing, and ideally FINRA Series 6/7

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