Managing Director

WealthBridge Financial Group

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. 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.

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

#J-18808-Ljbffr

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Managing Director in Waunakee, WI vacancy

Store Supervisor - Hiring Immediately
Dunkin' - Waunakee is looking for a full time or part time Store Supervisor for our location in Waunakee, WI. As a Store Manager, you will assist the General Manager in managing the operations and staff on a day to day basis, including the execution of all company policies...
Suggested
Full time
Part time
Local area
Immediate start
Dunkin' - Waunakee
Waunakee, WI
3 days ago
Restaurant Supervisor - Hiring Immediately
...should not only supervise their team but lead it to acheive their goals. A Restaurant Supervisor will assist in the planning and management at Dunkin' - Waunakee in order to achieve customer satisfaction, quality service, compliance with store policies all while meeting...
Suggested
Full time
Part time
Currently hiring
Immediate start
Shift work
Dunkin' - Waunakee
Waunakee, WI
3 days ago
Store Supervisor - Urgently Hiring
Potbelly - East Towne DT is looking for a full time or part time Store Supervisor for our location in Madison, WI. As a Store Manager, you will assist the General Manager in managing the operations and staff on a day to day basis, including the execution of all company...
Suggested
Full time
Part time
Local area
Immediate start
Potbelly - East Towne DT
Waunakee, WI
3 days ago
Executive Director
$725 per month
...Greatest Workplaces for DiversityBrookdale is seeking an Executive Director to support Brookdale Middleton StonefieldIn this role you will... ...; builds and maintains strong working relationships with management team. In connection with the district team, develops and implements...
Suggested
Hourly pay
Full time
Temporary work
Part time
Work at office
Local area
Flexible hours
Shift work
Night shift
Afternoon shift
Brookdale
Waunakee, WI
4 days ago
Manager, Financial Planning & Analysis
...Manager, Financial Planning & Analysis - Consumer Business Unit Springs Window Fashions is a leader in the custom window treatment industry since 1939. Headquartered in Middleton WI, we have 6,000 associates with locations in North America, Europe, and Asia. Our custom...
Suggested
Temporary work
Springs Window Fashions
Waunakee, WI
1 day ago
Managing Director, NetSuite Practice
...Managing Director, NetSuite Practice About the Company Award-winning NetSuite solutions provider known for quality implementations and strong team culture. Industry Information Technology and Services Type Privately Held About the Role The Company...
Confidential
Madison, WI
1 day ago
Managing Director, Major Gifts
...Managing Director, Major Gifts About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising...
Local area
Confidential
Madison, WI
2 days ago
Managing Director
...Managing Director About the Company Pioneering organization advancing the Technion-Israel Institute of Technology Industry Fund-Raising Type Non Profit Founded 1940 Employees 51-200 Categories Association Education Fundraising Non...
Confidential
Madison, WI
3 days ago
Business Development Manager
$100k
...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE...
Local area
Slice Merchant Services
Waunakee, WI
3 days ago
Regional Vice President
...serve as the Regional Vice President (RVP) . In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding...
Work at office
WealthBridge Financial Group
Waunakee, WI
4 days ago
Human Resources Director
...Human Resources Director Career Opportunity Valued and respected for your expertise in human resources and leadership abilities... .... Serve as a valuable resource to department managers and other employees, acting as the liaison between Home...
Full time
Part time
Work experience placement
Home office
Flexible hours
Encompass Health Rehabilitation Hospital of Fitchburg
Dane, WI
17 hours ago
Wisconsin Regional Chief Financial Officer
...cost structures, and strong margin performance.Drive continuous improvement in financial performance through enhanced revenue cycle management, strategic payer contracting, and disciplined cost-reduction initiatives.Lead the preparation, management, and monitoring of...
Local area
Relocation
Shift work
Day shift
Dean Health Plan
Madison, WI
2 days ago
Chief Financial Officer
Job ID: 59985Location: Madison, Wisconsin, United StatesPosted: 2026-08-13Company: UW HealthContact: Jason PetrosContact Email: ****@*****.*** Health seeks a strategic, collaborative, and forward-thinking financial leader to serve as its next Senior Vice President...
Work at office
UW Hospitals & Clinics
Madison, WI
17 hours ago
Chief Development Officer
We are seeking a senior level fundraising leader with demonstrated revenue growth and proven success in major gifts, corporate partnerships, and foundation funding. The Chief Development Officer is the senior executive responsible for leading and growing all philanthropic...
SupportFinity
Madison, WI
1 day ago
Chief Development Officer
$165k - $180k
...membership drives), and special events. Partnering with the Executive Director and fundraising team, the new CDO will incrementally grow all... ...on the leadership team, the CDO is responsible for planning, managing, and implementing activities that increase, diversify, and...
Temporary work
Casual work
Work at office
Immediate start
Night shift
Afternoon shift
Madison Square Park Conservancy
Madison, WI
1 day ago
HR Compliance Manager
$5,000 per month
...best. Our work improves lives. Find out how a career as an HR Manager - Compliance can change yours.The HR Manager - Compliance will... ...acceptable driving record as determined by the DOT Operations Director and Michels Legal DepartmentAble to attract, develop and retain...
Temporary work
Work at office
Flexible hours
Michels Corporation
Madison, WI
3 days ago
Chief Human Resources Officer
$140k - $160k
...with oversight of talent acquisition, onboarding, performance management, learning and development, employee engagement, compliance, and... ...professionals from across the system. Serves as the de facto director of human resources at UW System Administration and oversees day...
Permanent employment
Full time
Contract work
Work at office
Remote work
University of Wisconsin Colleges
Madison, WI
3 days ago
Recruiting Manager (Technology)
JOB REQUISITIONRecruiting Manager (Technology)LOCATIONWI MADISON WESTJOB DESCRIPTIONJob SummaryAs a Recruiting Manager, your responsibilities will include developing and growing a client base and new business opportunities, introducing our services via video, telephone...
Permanent employment
Full time
Temporary work
Local area
Worldwide
Flexible hours
Robert Half
Madison, WI
4 days ago
Chief Operations Officer (COO)
...market and business development in collaboration with the Board of Managers and manages and directs the organization toward the goals of... ...experience preferably as hospital/healthcare facility Director, Manager or COO ~ Rehabilitation hospital experience preferred...
Full time
Temporary work
Part time
Local area
Memorial Physician Practices
Madison, WI
1 day ago
HR Generalist
...functional areas including recruitment, onboarding, safety, employee relations, benefits administration, compliance, performance management, and HR reporting. Who We Are At RenewAire, we've been innovating energy recovery ventilation for over 40 years, improving...
Full time
Work experience placement
Work at office
Local area
RenewAire
Waunakee, WI
2 days ago
Senior Human Resource Generalist
$90k - $100k
...part of the innovative solutions at Natus Neuro. Location: Middleton, WI | Fully Onsite Department: Human Resources Reports to: Sr. Manager, Human Resources - North America Status: Exempt Travel: Minimal Make an Impact Where People and Business Meet We're looking for an...
Work at office
Local area
Natus Medical
Waunakee, WI
4 days ago
Chief Financial Officer
$140k - $150k
...Financial Officer to provide leadership for global financial management, planning, compliance, and stewardship across ICF's international... ...advisor to the CEO, Senior Leadership Team, and Board of Directors, leading financial strategy, long-range financial planning, enterprise...
Full time
International Crane Foundation
Madison, WI
23 hours ago
CHIEF Financial Officer
...Chief Financial Officer in Madison, WI, to join the Finance Department. The CFO will oversee budgeting, treasury, accounting, debt management, and financial reporting to ensure fiscal integrity and sustainability. Responsibilities include strategic initiatives,...
ADP
Madison, WI
3 days ago
CHIEF FINANCIAL OFFICER
$165.24k - $174.72k
...Chief Financial Officer serves as a strategic member of the executive leadership team and is responsible for the overall financial management, fiscal integrity, and long-term sustainability of WHEDA. This includes oversight of budgeting, treasury, accounting, debt...
Work at office
Remote work
Visa sponsorship
Work visa
2 days per week
Wisconsin Housing and Economic Development Authority
Madison, WI
17 hours ago
Chief Financial Officer
$75k - $86k
...general accounting, accounts receivable/payable, payroll and risk management. Responsibilities include the overall management and... ...procedures. Prepares and issues financial reports to the Board of Directors reflecting cash status, cash transactions, functional expenses...
Full time
Temporary work
Work at office
Flexible hours
Great Lakes Inter-Tribal Council Inc.
Madison, WI
23 hours ago
CHIEF Financial Officer
$140k - $150k
...The International Crane Foundation in Baraboo, WI seeks a seasoned Chief Financial Officer to lead global financial management and long-range planning across international programs. This full-time role partners with the CEO, SLT, and Board to steward finances, ensure...
Full time
International Crane Foundation
Madison, WI
23 hours ago
CHIEF Financial Officer
...International Crane Foundation, based in Baraboo, WI, seeks a CFO to lead global financial management, planning, compliance, and stewardship across international programs. The role directs a diverse finance team supporting operations in the United States, Africa, and...
International Crane Foundation
Madison, WI
23 hours ago
Director - Investor Relations & Strategic Finance
...enterprise growth, and shareholder value for years to come.The Director Investor Relations & Strategic Finance directs the company’s enterprise... ...direction and external stakeholder expectations.Directs and manages the development of compelling investor‑focused content,...
Full time
Alliant Energy
Madison, WI
4 days ago
HR Compliance Manager
$5,000 per month
...best. Our work improves lives. Find out how a career as an HR Manager - Compliance can change yours.The HR Manager - Compliance will... ...acceptable driving record as determined by the DOT Operations Director and Michels Legal DepartmentAble to attract, develop and retain...
Temporary work
Work at office
Flexible hours
Michels Canada
Madison, WI
1 day ago
Executive Vice President of Mortgage Lending
...Privately Held About the Role The Company is seeking an EVP/Director of Mortgage Lending to provide strategic leadership and drive... ...in community or regional banking and a proven track record of managing mortgage teams through changing interest-rate environments are...
Confidential
Madison, WI
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director. Be the first to apply!