Managing Director

WealthBridge Financial Group

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

Apply

Vacancy posted 9 days ago

Similar jobs that could be interesting for youBased on the Managing Director in Billings, MT vacancy

Chief Financial Officer
...budgeted expenses to actual expenses; makes or oversees any necessary adjustments to future projections and budgets. Monitors and manages cash balances and cash forecasts. Manages and invests excess funds and oversee the organization’s investment portfolio. Participates...
Suggested
Work at office
Prairie Band, LLC
Billings, MT
22 hours ago
Leadership Board Member
...completion of launch steps 8-10 and operation of the live program by: Providing input and direction to the program director as he/she manages the day-to-day operations of the program Assisting with the 5 L's of operations: Leadership: Recruit and onboard program...
Suggested
Local area
LifeWise Academy
Billings, MT
1 day ago
Chief Executive Officer (CEO)
...and operational direction to achieve clinical excellence, strong financial performance, and market growth. Leads a high‑performing management team, oversees financial and operational controls, ensures regulatory and accreditation compliance, and cultivates physician and...
Suggested
Contract work
Local area
LifePoint Health
Billings, MT
2 days ago
Business Development Manager Fleet & Heavy Duty Sales
...Business Development Manager, Fleet & Heavy Duty Job Summary The Business Development Manager, Fleet & Heavy-Duty develops and expands sales for Fleet/ Government & Heavy-Duty accounts. The Business Development Manager is responsible for communicating and executing Fleet...
Suggested
Local area
Long distance
Night shift
Weekend work
Genuine Parts Company
Billings, MT
1 day ago
Head of management hr
...downtown, and stunning natural beauty, Billings offers a high quality of life and wide-open opportunity. We are seeking a Human Resources Manager to join our team of passionate patient caregivers! As a participating hospital of Ernest Health, we offer robust recognition,...
Suggested
Temporary work
Work experience placement
Flexible hours
Ernest Health
Billings, MT
22 hours 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
Disability Solutions
Billings, MT
2 days ago
Development Project Coordinator
...items and memos for the Department. Closely monitor and report on progress regarding special issues and development project concerns. Manage proactive relations activities, including media campaigns, and strategic partnerships. Identify and leverage tools to meet Division...
Hourly pay
For contractors
Monday to Friday
SupportFinity
Billings, MT
3 days ago
Business Development Manager - Pacific Northwest
...Business Unit: Evolution Framing Reports To: Director, Sales - Evolution Framing FLSA Status: Exempt Location: Remote within Territory Overview Evolution Framing is seeking a Business Development Manager focused on driving demand of Evolution products to join our Evolution...
For contractors
Work at office
Local area
Remote work
Home office
Night shift
Fortified OPCO
Billings, MT
3 days ago
Business Development Manager
...Business Development Manager The Business Development Manager will understand and support the breadth of Array's customers, which range from EPC companies to solar project developers, to Independent Power Producers (IPPs). This individual will understand the different...
For contractors
Local area
Array Technologies
Billings, MT
4 days ago
Business Development Executive
...clients recover outstanding balances while preserving their brand reputation and customer relationships. We specialize in payment plan management and collections, leveraging technology and skilled negotiators to streamline operations and deliver results. We are seeking a...
Aimwel
Billings, MT
22 hours 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
Billings, MT
3 days ago
Ranch Sales and Marketing Manager
...Ranch Sales And Marketing Manager Billings, Montana, United States This dynamic hands-on and entrepreneurial position is responsible for delivering sales growth of a premium grass-fed beef business. This position also works very closely with the Ranch Manager to...
Local area
Audia
Billings, MT
22 hours ago
Director, Strategy & Market Intelligence
...The Director, Strategy and Market Intelligence is responsible for leading enterprise market and competitive intelligence that informs... ...processes, and stakeholder communication. Identify, integrate, and manage diverse intelligence sources. Expand monitoring and research...
Local area
Shift work
RxBenefits
Billings, MT
1 day ago
Human Resources Business Partner
...business unit restructures, workforce planning, and succession planning to meet business needs. Provides day-to-day performance management guidance to departments, that include leadership development and mentoring, employee coaching/counseling, and disciplinary actions...
Billings Clinic
Billings, MT
3 days ago
Strategic Healthcare HR Partner
...Clinic in Billings, Montana is seeking a dedicated professional to enhance human resource functions. The role encompasses performance management, employee relations, compliance audits, and workforce planning to support the organization’s mission. Ideal candidates will have...
Billings Clinic
Billings, MT
2 days ago
Land Survey Crew Chief in Sidney
Job Description Job Description Salary: Depends on Experience UINTAH is looking for a Crew Chief or Land Surveyor to RELOCATE (This is a direct-hire or W2 position, we will NOT consider contract candidates for this role) If you are an experienced surveyor,...
Contract work
Work at office
Remote work
Relocation
Visa sponsorship
Relocation package
Shift work
Uintah Engineering & Land Surveying
Billings, MT
18 days ago
Project Account Manager
$71k - $105k
...Project Account Manager Be part of a growing, successful company in an exciting and challenging field. Border States is 100% employee-owned, which means you're empowered to make decisions, find solutions and receive rewards for your hard work. This position will be...
Contract work
Work experience placement
Work at office
Border States Electric
Billings, MT
2 days ago
Strategic Account Manager
$105k - $115k
...Our technology platforms in mission-critical communications, command center software, and video security and analytics, bolstered by managed and support services, make cities safer and help communities and businesses thrive. At Motorola Solutions, we are ushering in a new...
Local area
Relocation
Motorola Solutions
Billings, MT
2 days ago
Business Development Executive Advisor, Labor
$150k
...existing clients, and through consultative sales approach, coordinates follow-on activities with the industry sector Develops and manages a proactive and organized sales process and pipeline, and tracks achievement against strategic objectives and business plan....
Temporary work
Work at office
Local area
Remote work
RxBenefits
Billings, MT
2 days ago
Accounting Manager
...Job Description Job Description Description: Our Billings, Montana office is currently seeking a n Accounting Manager . This is an on-site position in Billings, Montana. POSITION SUMMARY: The Accounting Manager is responsible for supporting and overseeing...
Temporary work
Work at office
Local area
Reciprocity Industries, LLC - Active
Billings, MT
27 days ago
Hotel Director of Sales
$162k
...00.00 yearly Full-time Essential Duties and Responsibilities:- Manage overall operations and performance of assigned contracts including... ...with all terms and conditions along with prepar… Show more The Director Position (Restaurant & Business Operations) Full-time The...
Weekly pay
Full time
Traineeship
Summer work
Flexible hours
Gecko Hospitality
Billings, MT
4 days ago
Full-Time Temporary HR Generalist
...Full-time The HR Generalist supports day-to-day human resources operations and serves as a resource for employees and managers across key HR functions, including employee relations, recruitment, compliance, training, onboarding, and benefits. This role assists in supporting...
Full time
Temporary work
Work at office
Local area
AVA Law Group
Billings, MT
1 day ago
Accounting Manager
Essential Functions & Key Areas of Responsibility • Supervise, mentor, and develop accounting staff. • Assist in Prologue account maintenance and reporting. • Oversee the Accounts Payable Team and review payment of payables, vendor file maintenance, yearend reporting...
Opportunity Bank of Montana
Billings, MT
2 days ago
Loan Processor (Banking)
...position is responsible for assisting SAG Officers with portfolio management by performing loan processing duties, reporting and analyzing... ...Officer of documentation deficiencies, uploads documents to Director according to applicable procedures. Maintains the security and...
First Interstate
Billings, MT
3 days ago
Remote Entry-Level Benefits Coordinator
Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...
Remote job
Full time
Zuzick Organization of Globe Life
Billings, MT
22 hours ago
Director of Compliance
...Overview Director of Compliance - Full Time - Billings, Montana Join our world-class team of driven, passionate healthcare professionals... ...including: data entry, word processing, email, and record management. Demonstrates critical thinking skills: Using logic and...
Full time
Temporary work
Work experience placement
Flexible hours
Ernest Health
Billings, MT
1 day ago
Union Benefits Manager
...warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors ◾Track performance and progress using our internal systems and support...
Full time
Globe Life: Moore Organizations
Billings, MT
2 days ago
Benefits Coordinator (Fully Remote)
...complex information clearly -Comfortable speaking with clients via phone and video (Zoom) -Organized and detail-oriented, able to manage multiple client needs -Basic experience with CRM systems or willingness to learn (e.g., Salesforce, Ease, Gusto) -Self-motivated and...
Remote job
Full time
McQuade Organization
Billings, MT
1 day ago
Remote Benefits Coordinator
...Include: - Give virtual presentations to help protect each family you meet with and help them build a legacy - Collaborate with management teams to work towards company objectives and career development - Learn the blueprint for success and then build a team while providing...
Remote job
Full time
Work from home
Zuzick & Associates
Billings, MT
1 day ago
Patient Benefits Coordinator
Job Full Description SUMMARY: The Patient Benefits Coordinator is responsible for verifying insurance eligibility, coverage and benefits. Including but not limited to submitting predeterminations/authorizations, calculating financial responsibility and communicating...
Work at office
Express Employment Professionals Defunct
Billings, MT
3 days ago

Do you want to receive more vacancies?

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