Wealth Advisory MD: Lead a High-Performance Team

WealthBridge Financial Group; Avondale (CO); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company‑m

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position rewards leadership in building and guiding a team of experienced advisers while continuing your own client practice.

You will recruit, mentor, and develop high‑performing teams, foster a culture of excellence, and help shape the firm’s future growth with a hands‑on leadership style and a client‑centric approach.

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

• Lead and build a team of experienced financial advisors while continuing your own client work.
• Recruit, mentor, and develop high-performing teams and foster a high-performance culture.
• Shape the future growth of the firm and contribute to strategic planning.
• Provide leadership that reflects your vision and aligns with the firm’s 175+ years of history.

Skills

Team leadership

Client development

Mentoring

Strategic planning

Education

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

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position rewards leadership in building and guiding a team of experienced advisers while continuing your own client practice.

You will recruit, mentor, and develop high‑performing teams, foster a culture of excellence, and help shape the firm’s future growth with a hands‑on leadership style and a client‑centric approach.