Managing Director
WealthBridge Financial Group
Job Description
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.
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
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Managing Director in Howard, WI vacancy
- ...Overview Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to take on a...SuggestedVisa sponsorship
WealthBridge Financial Group
Green Bay, WI2 days ago - ...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...SuggestedLocal area
- ...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...Suggested
- ...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...Suggested
- ...WealthBridge Financial Group seeks a proven financial advisor for a Managing Director role, combining personal client work with leadership of a growing advisor team. The MD will recruit and mentor fellow advisors, foster a high-performance culture, and help shape the firm...Suggested
$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 workWork at officeFlexible hours- ...expense analysis.Oversees longer-term budget planning and cost management.Monitors progress of budgets and presents operational metrics.... ..., risk management, ratio and KPI analysis, and board of director interactions.Maintains knowledge of client’s organizational policies...Full timeWork experience placementWork at officeFlexible hours
- ...with a strong focus on employee care and engagement. The successful candidate will be responsible for guiding and supporting project managers, coordinators, and interns, ensuring their continuous improvement and alignment with the company's goals. Collaboration with the...
$135k
...acquisition, employee engagement, compensation, employee and labor relations, professional development, well-being, performance management, and organizational effectiveness. This leader serves as UW-Green Bay's chief human resources strategist, Equal Employment Opportunity...Full timeH1bWork at officeRemote workVisa sponsorshipWork visaAfternoon shiftUniversities of Wisconsin
Green Bay, WI2 days ago- ...Chief Operating Officer (COO) About the Company A leading food service management company in the Midwest. Industry Hospitality Type Privately Held About the Role The Company is in search of a Chief Operating Officer (COO) with a strong background...Contract work
- About Gray Media:Today, we are a growing multimedia company headquartered in Atlanta, Georgia. We are the nation's largest owner of top-rated local television stations and digital assets serving 117 full-power television markets that collectively reach approximately 37%...Full timeLocal area
- ...acting as a trusted advisor to the President and the Board of Directors, and leading the company through its next phase of growth. The... ...integrity and ethics. The role requires a high capacity to multi-task, manage competing priorities, and the ability to travel domestically...
- Vice President, Commercial Loan OfficerAs a Vice President, Commercial Loan Officer you will be in charge of evaluating loan applications and documentation by confirming credit worthiness, improve loan applications and documentation by informing applicant of additional...
gpac
Green Bay, WI2 days ago - Dunkin' - DePere is looking for a full time or part time Store Supervisor for our location in De Pere, 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...Full timePart timeLocal areaImmediate start
Dunkin' - DePere
Green Bay, WI4 days ago $108.16k - $126.53k
...of Wisconsin's infrastructure by joining the Northeast Region management team, overseeing the Technical Services team and managing responsibilities... ...general supervision and reports directly to the Region Deputy Director.This position will serve as a region duty officer (RDO) and...Full timeCasual workWork at officeLocal areaImmediate startRemote workTrial periodVisa sponsorshipWork visaFlexible hours3 days per week- ...table, so we can truly know and help our clients, communities, and each other.CLA is currently seeking a Tax Principal or Signing Director to support our Wisconsin offices. This role contributes at the highest level in their industry and excels at client advisory, service...Full time
- ...Wipfli offers a career-defining opportunity. Responsibilities Manage a remote accounting team including job time budgets and job... .... Manage financial reporting accuracy for clients and Board of Directors. Advise client on process improvement in their accounting...Temporary workLocal areaRemote workFlexible hours
- ...Dunkin' - Main Street is looking for a full time or part time Store Supervisor for our location in Green Bay, 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...Full timePart timeLocal areaImmediate start
Dunkin' - Main Street
Green Bay, WI4 days ago - ...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' - DePere in order to achieve customer satisfaction, quality service, compliance with store policies all while meeting...Full timePart timeCurrently hiringImmediate startShift work
Dunkin' - DePere
Green Bay, WI4 days ago - ...impact business? We're looking for a Parts and Consumables Sales Director to lead our North and South America value stream with full... ...year-over-year improvement across every key KPI.Own the numbers. Manage the full P&L, lead pricing initiatives, and guide your team to...Permanent employmentFull timeFlexible hours
- Vice President, Commercial Loan Officer About the Company A growing, mid-sized financial institution with advancement opportunities. Industry Banking Type Privately Held About the Role The Company is seeking a Vice President, Commercial Loan Officer...
- ...Vision. Our Growth.At Cash Depot, you're not just joining a company, you're becoming part of a family.As a nationwide leader in ATM management and financial transaction processing, we've built our reputation on innovation, exceptional customer service, and strong...Contract workTemporary work
Cash-Depot-Ltd
Green Bay, WI3 days ago - Chief Executive Officer (CEO) About the Company A highly differentiated, private equity-backed engineering and manufacturing company with a patented, market-leading product. Industry Mechanical or Industrial Engineering Type Privately Held, Private Equity...
- ...President, Ancillary Lines About the Company Prominent insurance brokerage & risk management firm Industry Insurance Type Privately Held, Private Equity-backed About the Role The Company is seeking a President for Ancillary Lines to spearhead the...
- Chief Executive Officer (CEO) About the Company Manufacturer of fixed gas detection systems. Industry Electrical/Electronic Manufacturing Type Privately Held, Private Equity-backed About the Role The Company is seeking a Chief Executive Officer to...
- ...Executive Director, SLED About the Company Leading AI-powered technology company helping organizations establish trust in digital... ...purchasing processes. The Executive Director will be responsible for managing complex sales opportunities, collaborating with internal teams...Local area
- ...Sales Director Wisconsin-based | Travel as needed, approximately 25% At Rapids Paper + Packaging , a Little Rapids Corporation... ...opportunities for ECOVA™ across target markets Build and manage a robust pipeline focused on conversion from plastic to paper-based...Contract workFlexible hours
Little Rapids
Green Bay, WI20 hours ago - ...have strong knowledge of digital marketing, integrated media solutions, and consultative selling strategies, and be experienced in managing budgets, forecasting, and overall business performance. Outstanding leadership, communication, coaching, and relationship-building...
- ...Project Executive The Project Executive is a senior-level role responsible for providing people leadership to the project management team along with oversight of assigned project(s) from a strategic and operational perspective. This role serves as the main liaison...Contract workApprenticeshipFor subcontractorInternshipWork at office
- ...Ayres at industry conferences, professional organizations, and client events to build the firm's brand and visibility. Prepare and manage annual budgetsand financial performance metrics. Monitor revenue growth, profitability, backlog,utilization, accounts receivable...Temporary workLocal areaFlexible hours
Ayres-Associates
Green Bay, WI1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director. Be the first to apply!
Related searches
- sales management training program - entry level Howard, WI
- sales management training program Howard, WI
- management jobs Howard, WI
- management opportunity Howard, WI
- entry level management training Howard, WI
- management team Howard, WI
- chief architect
- executive program manager
- chief development officer
- chief executive officer