Managing Director: Lead High-Performance Advisor Team

WealthBridge Financial Group; Kersey (CO); On-site; USD 120,000 - 200,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) with company match

Life and disability insurance

Wellness programs and mental health

Job summary

WealthBridge Financial Group seeks a Managing Director with a proven advisory track record to lead and grow a team of financial advisors. The role blends leadership with ongoing client work, emphasizing recruitment, mentorship, and high-performance culture.

With over 175 years of firm history, you’ll leverage strong brand support and infrastructure to scale your practice and cultivate a leadership style aligned with your strategic vision.

Qualifications

• Minimum of 3 years 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 interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue your own client work while recruiting and mentoring peers.
• Foster a high-performance culture and shape firm growth.
• Leverage the firm's brand, infrastructure and history to scale.

Skills

Leadership

Mentoring

Business development

Strategic thinking

Education

License: Life/Health

FINRA Series 6/7 & 63/66 preferred

Job description

WealthBridge Financial Group seeks a Managing Director with a proven advisory track record to lead and grow a team of financial advisors. The role blends leadership with ongoing client work, emphasizing recruitment, mentorship, and high-performance culture.

With over 175 years of firm history, you’ll leverage strong brand support and infrastructure to scale your practice and cultivate a leadership style aligned with your strategic vision.