Managing Director: Lead Elite Financial Advisory Team

WealthBridge Financial Group; Windsor (CO); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company-m

Life and disability insurance

Wellness programs and mental health

Career growth and ongoing training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position requires building and leading a team of experienced financial advisors while continuing your own client work and fostering a high-performance culture.

The role emphasizes mentoring, growth of the practice, and shaping the firm’s future with the support of a long-standing brand and infrastructure.

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

• As Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices.
• In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

Skills

Leadership

Mentoring

Client development

Strategic thinking

Tools

Active Life License

Health License

FINRA licenses 6/7 & 63/66

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position requires building and leading a team of experienced financial advisors while continuing your own client work and fostering a high-performance culture.

The role emphasizes mentoring, growth of the practice, and shaping the firm’s future with the support of a long-standing brand and infrastructure.