Managing Director, Wealth: Lead High-Performance Advisors

WealthBridge Financial Group; Pocatello (ID); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth and training

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead and grow a high-performing team of financial advisors while continuing your own client work. You will recruit, mentor, and develop strategy to elevate practice standards and drive firm growth.

The role blends personal client service with leadership responsibilities in a firm with deep history and strong brand support, enabling growth and strategic 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.
• Must be authorized to work in the United States.

Responsibilities

• Building and leading a team of experienced financial advisors.
• Continuing your own client work while recruiting and mentoring fellow advisors.
• Fostering a high-performance culture and shaping the firm’s future growth.

Job description

WealthBridge Financial Group is seeking a Managing Director to lead and grow a high-performing team of financial advisors while continuing your own client work. You will recruit, mentor, and develop strategy to elevate practice standards and drive firm growth.

The role blends personal client service with leadership responsibilities in a firm with deep history and strong brand support, enabling growth and strategic vision.