Managing Director — Lead & Scale High-Performance Advisors

WealthBridge Financial Group; Windsor (CO); On-site; USD 180,000 - 300,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Training & career growth

Job summary

WealthBridge Financial Group in Colorado seeks a proven Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and shape the firm’s growth strategy, fostering a high-performance culture and long-term leadership vision.

The role emphasizes building personal practice, leadership development, and collaboration with a brand 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

• Lead and grow a team of experienced financial advisors to elevate practices.
• Recruit, mentor, and develop high-performing advisors while continuing own client work.
• Foster a high-performance culture and shape the firm’s future growth.

Skills

Client development

Relationship management

Leadership

Mentoring

Strategic growth

Team building

Job description

WealthBridge Financial Group in Colorado seeks a proven Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and shape the firm’s growth strategy, fostering a high-performance culture and long-term leadership vision.

The role emphasizes building personal practice, leadership development, and collaboration with a brand with deep history.