Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Managing Director, Financial Advisor

Full-time

WealthBridge Financial Group

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.

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 State
    • Certified Financial Planner preferred, but not required with relevant experience.

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.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Managing Director, Financial Advisor in Springfield, OR vacancy
  •  ...Description Purpose The Director of Financial Planning and Analysis (FP&A) leads the development, analysis, and reporting of financial...  ...financial metrics across business units Develop, mentor, and manage the FP&A team Support ad hoc financial analysis, scenario... 
    Suggested

    Roseburg Forest Products

    Springfield, OR
    3 days ago
  •  ...Financial Professional Opportunity Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business...  ...withdrawals, vesting, and plan documents Territory management and business development Relationship building... 
    Suggested

    Voya Financial Advisors Inc

    Eugene, OR
    16 hours ago
  • Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking...  ..., withdrawals, vesting, and plan documents Territory management and business development Relationship building Fund knowledge... 
    Suggested

    Voya Financial

    Eugene, OR
    2 days ago
  •  ...General Summary: As a member of the hospital's senior management team at McKenzie Willamette Medical Center, the Chief Executive...  ...objectives and plans Provide leadership to hospital managers, directors and officers that will enroll support, create ownership of... 
    Suggested
    Temporary work
    Work experience placement
    Relocation package

    McKenzie-Willamette Medical Center

    Springfield, OR
    4 days ago
  • $19 - $23 per hour

     ...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and... 
    Suggested
    Immediate start

    Columbia Banking System, Inc.

    Springfield, OR
    16 hours ago
  •  ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~... 
    Full time
    Remote work

    Zuzick Organization of Globe Life

    Eugene, OR
    2 days ago
  • $24.92 - $28.32 per hour

     ...role. Job Overview: This position manages all details of clients, prospects and vendors...  ...CRM. Coordinates the preparation of financial plans, annual or quarterly reviews and...  ...and organize follow-up steps with the advisors or firm principals after client meetings... 
    Hourly pay
    16 hours
    Full time
    Local area
    Immediate start
    Monday to Friday

    Peak Credit Union

    Eugene, OR
    4 days ago
  • $25 per hour

     ...Finance and Payroll Manager Finance & Payroll Manager Chick-fil-A Gateway — Lane...  ...Lead Give coaching feedback to directors when punch patterns show up in the data...  ...role with real floor time built in. The financial operations work is what you'd own day-to... 
    Full time
    Flexible hours
    Shift work

    Chick-fil-A

    Springfield, OR
    1 day ago
  • $27.6 - $37.7 per hour

     ...Commercial Insurance & Group Health Account Manager This position is only eligible for in office/branch work arrangements. The full salary range for the Commercial Insurance & Group Health Account Manager position is $27.60 to $37.70 per hour, with new hires generally... 
    Hourly pay
    Contract work
    Work at office

    Selco, LLC

    Springfield, OR
    2 days ago
  • $70k - $90k

     ...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs...  ...customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships... 
    Work at office
    Local area

    LPL Financial

    Eugene, OR
    6 days ago
  •  ...and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...  ...Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    Eugene, OR
    1 day ago
  • $25k

     ...Executive Director - Memory Care Marquis Companies is looking to hire an Executive Director...  ...regulations. Oversee the quality and financial outcomes for your facility. Lead a...  ...in both resident care and employee management situations. Individual must be a team... 
    Temporary work
    Work experience placement
    Local area

    Marquis Companies

    Eugene, OR
    1 day ago
  • Blue Barn Farm & Sanctuary is looking for leaders who love animals to join our board! Why Join Our Board Make a Meaningful Difference : Help shape the future of an organization that transforms the lives of both animals and humans. Apply Your Skills: Use...

    BLUE BARN FARM & SANCTUARY

    Creswell, OR
    1 day ago
  • $5,000 per month

     .... Maintain excellent service quality, high occupancy,and meet financial goals within the established budgetary guidelines Minimum...  ...literate Experience with financial reporting and managing multiple budgets Essential Functions: Leadershipand Professional... 
    Work at office

    Sinceri Senior Living

    Eugene, OR
    3 days ago
  • The Village School Board Member seeks new Community Members Do you have a passion for arts-integrated education? for fundraising? for group facilitation? for supporting the operations of a cutting edge, K-8 charter public school? The Village School board is looking...

    The Village School

    Eugene, OR
    1 day ago
  • $135k - $155k

     ...you to learn more about us and meet the team at: As the Executive Director you're the leader of the community and it's your responsibility to manage all marketing, business, and financial functions. You'll be instrumental in developing and implementing a business... 
    Full time
    Local area
    Flexible hours
    Weekend work

    Cascade Living Group

    Eugene, OR
    4 days ago
  • $60k - $70k

     ...Estimating track, and achieved after completion of BELFOR new hire training tasks. This position will be responsible for creating and managing estimates and job in the residential, commercial, and industrial lines of business. This position will be responsible to meet with... 
    Local area
    Immediate start

    BELFOR Group

    Springfield, OR
    1 day ago
  •  ...right banking products, services, and digital tools to help them manage their finances with confidence. You will support account...  ...ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Eugene, OR
    1 day ago
  • $20.67 - $31.25 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses...  ...and solutions to assist in client's financial wellness both in person and through proactive...  ...of current clients; effectively managing internal and external centers of influence... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Eugene, OR
    1 day ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...  ...partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Eugene, OR
    4 days ago
  •  ...Job Description Job Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team...  ...including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you... 

    WealthBridge Financial Group

    Eugene, OR
    13 days ago
  •  ...Description & Requirements Maximus is currently seeking a Finance Manager . In this role, you will be overseeing the financial health of the company, managing budgets, analyzing financial data, and guiding financial decisions. This is a remote position. Essential... 
    Minimum wage
    Full time
    Contract work
    Temporary work
    Work experience placement
    Work at office
    Remote work

    Maximus

    Eugene, OR
    4 days ago
  • $140k - $190k

     ...Chief Financial Officer We are seeking a visionary and strategic Chief Financial Officer (CFO) with a passion for operational excellence...  ...Responsibilities: Reports to and act as a trusted advisor to the CEO with key insights on organizational strategy and long... 

    New Day Executive Search

    Eugene, OR
    2 days ago
  •  ...driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real...  ...their options with confidence and clarity. You'll manage every detail from application to closing, set... 
    Full time
    Temporary work

    Cornerstone Capital Bank

    Eugene, OR
    1 day ago
  •  ...care packages. As we continue to grow, we are looking for a Treasurer who believes in our mission and can help strengthen the financial health and sustainability of the organization. Responsibilities Help oversee the organization’s financial health and... 
    Remote work

    The Ben Moody Foundation

    Eugene, OR
    3 days ago
  •  ...Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~...  ...other reasonable duties required by Guild Mortgage Company or Managing Loan Officer Qualifications High school diploma or equivalent... 
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Eugene, OR
    1 day ago
  •  ...This executive role provides strategic leadership to Directors of Operations and drives change management, profitability, operational excellence, and values-...  ...performance and drive continuous improvement. Financial Management & Profitability Own operational financial... 
    Work at office

    JCK Restaurants Inc

    Eugene, OR
    3 days ago
  •  ...and high-quality services exceeding client expectations Collaboratively work with all levels of staff on client engagements Manage client relationships, including assessing client needs, developing strategies and solutions to provide clients with the highest level... 
    Flexible hours

    Kernutt Stokes

    Eugene, OR
    1 day ago
  • $90k - $133.04k

     ...regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los...  ...Responsibilities Join Baker Tilly as a Tax Manager! This is a great opportunity to be a valued advisor delivering tax and business advisory services and... 
    Local area
    Worldwide

    Baker Tilly

    Eugene, OR
    16 hours ago
  •  ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Springfield, OR
    2 days ago

Do you want to receive more vacancies?

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