Wealth Advisory Director: Lead a High-Performance Team

WealthBridge Financial Group; Pueblo County (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health coverage

401(k) plan

Life insurance

Disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to lead a team and grow the firm.

As Managing Director, you will build and lead a team of seasoned advisors, continue your own client work, recruit and mentor others, and foster a high‑performance culture to shape the firm's future growth.

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.
• Leadership ability with interest in mentoring and building high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Continue personal client work while recruiting and mentoring others.
• Foster a high-performance culture and shape future growth.
• Utilize firm support and brand strengths while growing your practice.

Skills

Client development

Leadership

Growth mindset

FINRA licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to lead a team and grow the firm.

As Managing Director, you will build and lead a team of seasoned advisors, continue your own client work, recruit and mentor others, and foster a high‑performance culture to shape the firm's future growth.