Managing Director: Lead & Scale a High-Performance Wealth Team

WealthBridge Financial Group; Rochester (MN); On-site; USD 150,000 - 280,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company-m,

Life and disability insurance

Employee wellness programs

Ongoing training & career growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leadership, team development, and growing the firm's personal practices.

The Managing Director will recruit, mentor, and lead a team of experienced advisors while maintaining their own client work. The role emphasizes strategic growth and culture in a firm with deep history.

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.
• Continue your own client work while recruiting and mentoring fellow advisors.
• Foster a high-performance culture and help shape the firm's future growth.

Skills

Leadership

Client development

Mentoring

Team building

Strategic growth

Financial industry knowledge

Work authorization (US)

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leadership, team development, and growing the firm's personal practices.

The Managing Director will recruit, mentor, and lead a team of experienced advisors while maintaining their own client work. The role emphasizes strategic growth and culture in a firm with deep history.