Jobs · Management · Montana

Managing Director

WealthBridge Financial Group · Lolo, MT · 4 days ago
HybridManagementFull-time

About the role

The Managing Director role at WealthBridge Financial Group is designed for an experienced financial advisor who has successfully built a personal practice and is ready to take on a leadership position focused on both personal growth and team development.

Responsibilities

  • Build and lead a team of experienced financial advisors
  • Recruit and mentor fellow advisors
  • Foster a high-performance culture
  • Help shape the future growth of the firm
  • Continue your own client work

Requirements

  • 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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