Managing Director

Job Description

Managing Director WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director opportunity in Milwaukee, WI. 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.

What we offer:

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 supportCompensation:

$120,000 - $180,000+ yearlyResponsibilities:

Lead the recruitment and development of experienced financial advisors

Serve as a mentor and strategic resource to help team members elevate their practices

Continue building and expanding your own client base using firm-supported tools and strategies

Foster a collaborative, performance-driven team culture

Participate in leadership meetings and contribute to firm-wide growth strategy

Deliver tailored financial solutions in insurance, wealth accumulation, and retirement planning

Ensure compliance with all regulatory and licensing requirements

Attend hybrid meetings, including leadership and team collaboration sessionsQualifications:

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 StatesAbout Company

At WealthBridge Financial Group, our mission is simple: To Do Good—in our communities and for the families we serve.

For over 175 years, we’ve helped clients navigate life’s financial complexities with confidence and clarity. Our firm provides a collaborative environment where advisors are supported with the tools, training, and mentorship needed to grow their practices and make a meaningful impact.

If you’re an experienced advisor ready to lead, build a team of top-tier professionals, and take your practice to the next level, we invite you to explore the Managing Director opportunity at WealthBridge in Phoenix, AZ.

Full-time