Managing Director: Lead High-Performance Financial Advisors

WealthBridge Financial Group; Wauwatosa (WI); Presencial; USD 150.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health coverage

401(k) plan

Life insurance

Disability insurance

Wellness programs

Career growth

Descripción de la vacante

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to lead a team, focusing on both personal growth and advisor development.

As Managing Director, you will build and lead a team of experienced advisors, while continuing your own client work. You will recruit, mentor, and foster a high‑performing culture to shape the firm's future growth,

Formación

• 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

Responsabilidades

• Build and lead a team of experienced financial advisors.
• Continue your own client work while recruiting and mentoring fellow advisors.
• Foster a high-performance culture and help shape the firm's growth trajectory.

Conocimientos

Leadership

Client development

Financial services

Mentoring

Strategic growth

Work authorization

FINRA licenses

Herramientas

FINRA licenses

Descripción del empleo

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to lead a team, focusing on both personal growth and advisor development.

As Managing Director, you will build and lead a team of experienced advisors, while continuing your own client work. You will recruit, mentor, and foster a high‑performing culture to shape the firm's future growth,