Managing Director, Wealth Team Leadership & Growth

WealthBridge Financial Group

Avondale (CO)

On-site

USD 180,000 - 350,000

Full time

37 hours ago
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Benefits offered by this job

Top-tier health coverage
401(k) with company match
Life and disability insurance
Wellness programs
Career growth & ongoing training

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead a growing advisory team while continuing personal client work. You will recruit, mentor, and develop advisors, fostering a high-performance culture and guiding the firm’s future growth.

You will leverage the firm’s 175+ year history and strong brand to scale practices and leadership. The role emphasizes leadership development, strategic growth, and maintaining strong client relationships with a focus on long-term value creation

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 while continuing your own client work.
  • Recruit, mentor, and develop advisors to foster a high-performance culture and growth.

Skills

Team leadership
Mentoring
Client development
Relationship management
Strategic growth

Job description

WealthBridge Financial Group is seeking a Managing Director to lead a growing advisory team while continuing personal client work. You will recruit, mentor, and develop advisors, fostering a high-performance culture and guiding the firm’s future growth.

You will leverage the firm’s 175+ year history and strong brand to scale practices and leadership. The role emphasizes leadership development, strategic growth, and maintaining strong client relationships with a focus on long-term value creation

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