Managing Director: Lead & Scale an Elite Financial Advisory Team

WealthBridge Financial Group

Roca (NE)

On-site

USD 120,000 - 180,000

Full time

14 days+

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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Ongoing training support

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role that emphasizes leading a team while continuing personal client work. You will recruit and mentor fellow advisors, foster a high-performance culture, and help shape the firm's future growth.

The position offers the support and brand strength of a long-established firm, with freedom to grow your practice and implement your leadership vision.

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 developing others.
  • Recruit and mentor fellow advisors to grow the practice.
  • Foster a high-performance culture and shape future growth.
  • Leverage the firm’s resources, infrastructure, and brand strength to scale the practice.

Skills

Team Leadership
Client Development
Relationship Management
Mentoring

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role that emphasizes leading a team while continuing personal client work. You will recruit and mentor fellow advisors, foster a high-performance culture, and help shape the firm's future growth.

The position offers the support and brand strength of a long-established firm, with freedom to grow your practice and implement your leadership vision.

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