Managing Director, Wealth Advisory & Team Builder

WealthBridge Financial Group; Pine Island (MN); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health coverage (medical, dental, and/

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, drive a high-performance culture, and help shape the firm’s growth with the backing of a long-standing brand.

The role demands leadership, business development skills, and a long-term growth mindset, with licensing requirements and industry credentials as noted.

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 available).
• Demonstrated success in client development, planning, and relationship management.

Responsibilities

• Lead and build a high-performing team of financial advisors.
• Recruit, mentor, and develop advisors while continuing personal client work.
• Shape growth strategies and maintain the firm’s culture and brand.

Skills

Leadership

Mentoring

Business development

Client relationship management

Job description

WealthBridge Financial Group is seeking a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, drive a high-performance culture, and help shape the firm’s growth with the backing of a long-standing brand.

The role demands leadership, business development skills, and a long-term growth mindset, with licensing requirements and industry credentials as noted.