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Managing Director

WealthBridge Financial GroupLaSalle, Colorado🇺🇸United StatesPosted 10 Jul 2026

Why This Role Stands Out

This Managing Director role at WealthBridge Financial Group offers a unique opportunity to blend your established financial advisory expertise with leadership responsibilities, empowering you to build and mentor a team while continuing your own practice growth. You'll thrive here if you're a seasoned financial advisor with a passion for developing others, leveraging the robust support and rich history of a respected firm to shape its future. Embrace this chance for significant career advancement and impact within a hybrid work environment.

Quick Overview

Seniority
Leader
Employment type
Full Time
Work mode
Hybrid
Location
LaSalle, Colorado, United States
Posted
6 weeks ago

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

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