Managing Director: Lead & Grow an Advisory Team

WealthBridge Financial Group; West Allis (WI); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company 匹

Life and disability insurance

Employee wellness programs

Career growth opportunities andongoing

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead a growing advisory team while continuing to manage a personal client book. This leadership position emphasizes mentorship, strategic growth, and a high-performance culture.

As MD, you will recruit, develop talent, and shape the future direction of the firm, balancing firm support with the freedom to grow individual practices. The role rewards leadership and sustained client success in financial services.

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).
• Leadership ability with a strong interest in 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 focused on elevating practices.
• Recruit, mentor, and develop fellow advisors to foster a high-performance culture.
• Continue your own client work while shaping the firm's growth strategy.
• Collaborate with leadership to drive long-term vision and execution.
• Maintain alignment with regulatory requirements and firm standards.

Skills

Client development

Leadership

Mentoring

Relationship management

Strategic planning

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses preferred

Job description

WealthBridge Financial Group is seeking a Managing Director to lead a growing advisory team while continuing to manage a personal client book. This leadership position emphasizes mentorship, strategic growth, and a high-performance culture.

As MD, you will recruit, develop talent, and shape the future direction of the firm, balancing firm support with the freedom to grow individual practices. The role rewards leadership and sustained client success in financial services.