Managing Director

Job description

Overview

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to take on a leadership position focused on both personal growth and team development.

As the Managing Director, your primary focus will be on building and leading a team of experienced financial advisors who are looking to elevate their practices. In addition to continuing your own client work, you’ll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the firm’s future growth.

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Responsibilities

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

Benefits

Top-tier health coverage including medical, dental, and vision plans for you and your dependents

401(k) retirement plan with company match to help you build long-term security

Life and disability insurance for added peace of mind

Employee wellness programs and mental health resources

Career growth opportunities and ongoing training support

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Worksite address

fort collins, CO, 80523, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.