Managing Director: Lead Advisors & Grow Your Practice

WealthBridge Financial Group; Milwaukee (WI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life insurance

Disability insurance

Wellness programs

Training & development

Job summary

WealthBridge Financial Group seeks a Managing Director and proven financial advisor to lead a growth-oriented practice in the United States. The role combines continuing client work with building and mentoring a team of experienced advisors, creating a high-performance culture, and shaping the firm’s future growth.

You will leverage the firm’s long history and strong brand while developing your leadership style and expanding the practice through strategic hires and client development.

Qualifications

• Minimum 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).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with a focus on mentoring and building high-performing teams.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors to grow the practice.
• Maintain your own client work while expanding the team's capabilities.
• Foster a high-performance culture and shape the firm's growth strategy.

Skills

Leadership

Team building

Relationship management

Mentoring

Strategic planning

Sales/Business development

Education

Life and Health License

FINRA Series 6/7/63/66

Job description

WealthBridge Financial Group seeks a Managing Director and proven financial advisor to lead a growth-oriented practice in the United States. The role combines continuing client work with building and mentoring a team of experienced advisors, creating a high-performance culture, and shaping the firm’s future growth.

You will leverage the firm’s long history and strong brand while developing your leadership style and expanding the practice through strategic hires and client development.