Haystack
← Back to Jobs
Full time
Finance
WF

Managing Director, Financial Advisor

WealthBridge Financial GroupSalem, Oregon🇺🇸United StatesPosted 5 Apr 2026

Why This Role Stands Out

This Managing Director role offers a unique opportunity to blend your established financial advisory expertise with leadership and team development, supported by a reputable firm with a rich history. You'll thrive here if you're a driven advisor eager to mentor others, expand your practice, and enjoy the flexibility of a hybrid work environment. Take the next step in your career and explore this exciting leadership path!

Quick Overview

Seniority
Leader
Employment type
Full Time
Work mode
Hybrid
Location
Salem, Oregon, United States
Posted
4 months 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
  • Certified Financial Planner preferred, but not required with relevant experience.
  • 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.

Similar jobs