Wealth Management Managing Director: Lead Advisor Team

WealthBridge Financial Group; Greenfield (WI); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Life Insurance

Disability Insurance

Wellness programs

Career growth

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on building and leading a team of experienced advisors while continuing your own client work and shaping firm growth.

You will recruit, mentor, and foster a high-performance culture, leveraging the firm's history and infrastructure to scale practices and develop a leadership style aligned with your vision.

Qualifications

• Demonstrated success in building a personal client practice and transitioning to leadership.
• Ability to recruit, mentor, and develop high-performing advisory teams.
• Strong relationship management and business development mindset.

Responsibilities

• Lead and grow a team of experienced financial advisors while continuing personal client work.
• Recruit, mentor, and shape a high-performance culture within the firm.
• Partner with leadership on growth strategy and client development initiatives.

Skills

Financial advisor

Leadership

Team building

Mentoring

Client development

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on building and leading a team of experienced advisors while continuing your own client work and shaping firm growth.

You will recruit, mentor, and foster a high-performance culture, leveraging the firm's history and infrastructure to scale practices and develop a leadership style aligned with your vision.