Wealth Advisory Director — Lead High-Performance Team

Wealthbridge-Financial-Group; Allouez (WI); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company **

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in the United States seeks a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, fostering a high-performance culture and shaping the firm’s growth strategy.

The role requires a proven track record in client development, leadership, and a strong long-term growth mindset. This is a senior leadership opportunity within a well-established firm.

Qualifications

• 3+ years 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).
• Leadership with mentoring of high-performing teams.
• Authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit, mentor and develop advisors to grow practices.
• Continue personal client work while expanding leadership responsibilities.
• Shape the future growth strategy of WealthBridge Financial Group.

Skills

Team leadership

Business development

Mentoring

Client relationship management

Strategic growth planning

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

Job description

WealthBridge Financial Group in the United States seeks a Managing Director to lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop advisors, fostering a high-performance culture and shaping the firm’s growth strategy.

The role requires a proven track record in client development, leadership, and a strong long-term growth mindset. This is a senior leadership opportunity within a well-established firm.