Managing Director: Lead High-Performance Financial Advisors

WealthBridge Financial Group; Bellevue (WI); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health coverage

Dental & Vision insurance

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. Ideal for an experienced advisor who has built a personal practice and seeks leadership focused on growing people and practices.

As Managing Director you will lead a team of experienced advisors, recruit and mentor, foster a high-performance culture, and help shape firm growth while continuing your own client work.

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

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors; foster a high-performance culture.
• Continue your own client work while guiding the firm’s growth.
• Shape the future growth of the firm with leadership and strategy.

Skills

Team leadership

Client development

Relationship management

Mentoring & coaching

Strategic planning

FINRA licenses (6/7, 63/66) preferred

Authorized to work in the UnitedStates

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. Ideal for an experienced advisor who has built a personal practice and seeks leadership focused on growing people and practices.

As Managing Director you will lead a team of experienced advisors, recruit and mentor, foster a high-performance culture, and help shape firm growth while continuing your own client work.