Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal p…
Skills: Financial Planning, Client Development, Relationship Management, Team Leadership, Mentoring
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal p…
Skills: Financial Planning, Client Development, Relationship Management, Team Leadership, Mentoring
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal p…
Skills: Financial Planning, Client Development, Relationship Management, Team Leadership, Mentoring
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal p…
Skills: Financial Planning, Client Development, Relationship Management, Team Leadership, Mentoring
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal p…
Skills: Financial Planning, Client Development, Relationship Management, Team Leadership, Mentoring
Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal p…
Skills: Financial Planning, Client Development, Relationship Management, Team Leadership, Mentoring
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WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP). In this influential role, the RVP will provide senior leadership and direction to Managing…
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Full-time
Medical Insurance, Dental Insurance, Vision Insurance, 401(k) Retirement Plan, Company Match, Life Insurance
Posted 28d ago
~40 hrs/week
Responsibilities
Lead and build a team of experienced financial advisors while continuing to manage a personal client practice. Focus on recruiting, mentoring, and fostering a high-performance culture to drive firm growth.
Requirements
Requires a minimum of 3 years of experience in financial services with a growing personal practice and an active Life and Health License. FINRA Series 6/7 and 63/66 licenses are preferred.
Full job description
Managing Director | WealthBridge
WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.
As 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 future growth of the firm.
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.
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
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
Related keywords
Financial ServicesWealth ManagementLife and Health LicenseFINRA Series 6FINRA Series 7FINRA Series 63FINRA Series 66Client DevelopmentPractice ManagementLeadershipMentorshipFinancial Advisor
People. Impact. Outcome.
We'll help you reach your financial goals so you can take care of the rest.
Industry
Financial Services
Company size
51-200 employees
Headquarters
New York, New York
LinkedIn followers
5,871
At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.
Our team-based approach is personalized to your goals. From individuals and families to business owners and nonprofits, we deliver tailored strategies grounded in strong business fundamentals. We specialize in #AdvancedPlanning, #PremiumFinancing, #CPAlliances, and innovative #DigitalMarketing strategies that support long-term success. With proactive guidance and a focus on your best interest, we’re here to keep you on track through every stage of your financial journey
Explore what it means to build lasting wealth with the right team by your side!
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., a Member FINRA/SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (212) 986-0400. WealthBridge Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct business in New York. TC122075(0725)3
Offices: 675 3rd Ave, Suite 900, New York, New York New York , US · 1 Jericho Plaza, Suite 101a, Jericho, New York 11753, US · 39-15 Main St, Suite 500, Queens, New York 11354, US · 675 3rd Ave, Suite 900, New York, New York New York , US
How much do Management & Leadership jobs in Wisconsin pay?
Based on 2210 listings with disclosed salaries, most management & leadership jobs in Wisconsin pay between $60k–$148k per year. Individual offers vary with seniority, company size, and specialization.
How many Management & Leadership jobs are open in Wisconsin right now?
There are currently 10,342 open management & leadership positions in Wisconsin listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Wisconsin?
Companies currently hiring include Domino's, Kwik Trip, Inc., Marcus Corporation, Kroger, Universities of Wisconsin, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Wisconsin?
Yes — 1565 of the 10342 open management & leadership positions offer remote or hybrid work (439 remote, 1126 hybrid).
How do I apply for Management & Leadership jobs in Wisconsin?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.