Wealth Growth MD: Lead Advisors & Scale Your Practice

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

Benefits offered by this job

Health coverage

401(k) Plan

Disability insurance

Wellness resources

Career growth/training

Job summary

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing to manage a personal client practice. You will recruit, mentor, and develop top advisors, fostering a high-performance culture and aligning growth with the firm’s long-term vision.

This leadership role leverages the firm's 175+ years of history, offering robust infrastructure, brand strength, and ownership over strategic practice expansion in Wisconsin.

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 if not 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

• Build and lead a team of experienced financial advisors.
• Continue personal client work while expanding the practice.
• Recruit, mentor, and develop advisors to drive growth.
• Foster a high-performance culture and strategic growth vision.

Skills

Leadership

Client development

Team management

Mentoring

Licensing (Series 6/7)

Job description

WealthBridge Financial Group is seeking a proven Managing Director to lead a growing team of financial advisors while continuing to manage a personal client practice. You will recruit, mentor, and develop top advisors, fostering a high-performance culture and aligning growth with the firm’s long-term vision.

This leadership role leverages the firm's 175+ years of history, offering robust infrastructure, brand strength, and ownership over strategic practice expansion in Wisconsin.