Wealth Leadership MD: Lead Advisors & Grow Your Practice

WealthBridge Financial Group

Loveland (CO)

Presencial

USD 150.000 - 230.000

Jornada completa

14 días+

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Ventajas ofrecidas por este puesto de trabajo

Health coverage
401(k) match with company contribution
Life and disability insurance
Wellness programs and mental health资源
Career growth training

Descripción de la vacante

WealthBridge Financial Group is seeking a Managing Director to lead and grow a veteran team of financial advisors while continuing your own client work. You will recruit, mentor, and shape a high-performance culture, leveraging the firm’s 175+ years of history and strong brand.

The role emphasizes strategic leadership, business development, and sustainable growth within a trusted brokerage environment.

Formación

  • 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 and relationship management.
  • Leadership ability with interest in mentoring and building teams.

Responsabilidades

  • Build and lead a team of experienced financial advisors.
  • Continue personal client work while recruiting and mentoring colleagues.
  • Foster a high-performance culture and shape firm growth.
  • Develop leadership style aligned with firm's history and values.

Conocimientos

Leadership
Client development
Mentoring
Strategic growth

Descripción del empleo

WealthBridge Financial Group is seeking a Managing Director to lead and grow a veteran team of financial advisors while continuing your own client work. You will recruit, mentor, and shape a high-performance culture, leveraging the firm’s 175+ years of history and strong brand.

The role emphasizes strategic leadership, business development, and sustainable growth within a trusted brokerage environment.

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