Managing Director, Lead & Grow High-Performance Wealth Team

WealthBridge Financial Group; Lamar (CO); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company"s

Life and disability insurance

Wellness programs

Ongoing training

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead and grow a personal advisory practice while building a high-performing team. You will recruit, mentor, and shape the firm’s growth strategy, balancing your own client work with leadership responsibilities across the advisor network.

With WealthBridge’s 175+ years of history, you’ll benefit from a strong brand, infrastructure, and support while maintaining the freedom to grow your practice and implement your leadership

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 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

• Build and lead a team of experienced financial advisors.
• Recruit, mentor, and develop advisors to elevate practices.
• Foster a high-performance culture and strategic growth across the firm.
• Continue your own client work while expanding the advisory network.
• Shape the future growth of WealthBridge Financial Group.

Skills

Financial services

Leadership

Client development

Licenses

Growth mindset

Job description

WealthBridge Financial Group is seeking a proven Managing Director to lead and grow a personal advisory practice while building a high-performing team. You will recruit, mentor, and shape the firm’s growth strategy, balancing your own client work with leadership responsibilities across the advisor network.

With WealthBridge’s 175+ years of history, you’ll benefit from a strong brand, infrastructure, and support while maintaining the freedom to grow your practice and implement your leadership