Managing Director

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 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 3 days ago

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

Managing Director of Development, College Advancement
...Managing Director of Development, College Advancement About the Company Top private research university Industry Higher Education Type Educational Institution Founded 1881 Employees 1001-5000 Categories Marquette University Education...
Suggested
Confidential
Milwaukee, WI
2 days ago
Executive Director
...Executive Director Job Location: 416 - Heritage Muskego - Hales Corner, WI 53130 Position Type: Full Time Travel Percentage: None Job... ...collaboratively with all co‑workers Experience hiring, training, and managing the performance of others on the team Strong organizational and...
Suggested
Full time
Local area
Immediate start
Shift work
Weekend work
Afternoon shift
Heritage Senior Living
Muskego, WI
4 days 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...
Suggested
Local area
Confidential
Milwaukee, WI
3 days 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...
Suggested
Confidential
Milwaukee, WI
3 days ago
Human Resources Director
...Human Resources Director Complete Care at Hales Corners – Hales Corners, WI Now Hiring: Human Resources Director Full-Time No Weekends Must Have at Least 5 Years of Human Resources Experience Complete Care at Hales Corners is a trusted pillar of the Hales...
Suggested
Full time
Local area
Immediate start
Flexible hours
Complete Care Management
Hales Corners, WI
2 days ago
Local Business Development Executive - Entry Level Sales
...nature with a hunter mentality and a strong desire to succeed Able to be productive in a variety of work environments with solid time management and organizational skills Excellent verbal and written communication skills Available and flexible to work evenings and some...
Work at office
Local area
Flexible hours
Weekend work
Afternoon shift
XPO Logistics
Franklin, WI
4 days ago
Strategic HR Director for AHU Growth (Hybrid)
Modine Manufacturing Co. is seeking a Human Resources Director for its Air Handling Unit vertical. This strategic role involves partnering... ...HR strategies that support rapid growth. You'll lead HR Managers across the U.S. and Canada, establishing systems and processes...
Modine Manufacturing Co.
Franklin, WI
2 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
Disability Solutions
Hales Corners, WI
1 day ago
Manufacturing Plant HR Manager: Talent & Compliance
A leading manufacturing company in Franklin, WI seeks a Plant Human Resources Manager to provide strategic HR support. Key responsibilities include advising plant leadership, managing HR operations, and overseeing staffing strategies. Ideal candidates will have over 7 years...
Modine Manufacturing Co.
Franklin, WI
2 days ago
Executive Director
..., Franklin, WI 53132, USA Position Overview As the Executive Director, you will oversee and direct department coordinators, ensuring... ...and state regulations. You will be responsible for financial management, achieving occupancy goals, fostering a positive work culture,...
New Perspective Senior Living, LLC
Franklin, WI
1 day ago
Head of Business Development - Innovation
$110k - $150k
...Rewarding and Giving back for a lasting impact on our clients, coworkers and community . We are seeking a Sales/Business Development Manager who uses their technical expertise and experience to help customers find solutions to their water treatment problems. This is a...
Full time
Temporary work
Work from home
Home office
H-O-H Water Technology
Greendale, WI
4 days ago
Senior Human Resources Manager
...For more than 100 years, Modine has solved the toughest thermal management challenges for mission-critical applications. Our purpose of... ...institutions. This role will report directly to the Human Resources Director – US and dotted line report into the Plant Manager. Key...
Hourly pay
Temporary work
Apprenticeship
Local area
Worldwide
Modine Manufacturing Company
Franklin, WI
4 days ago
Skills Development Specialist (PT/Pool)
$18 per hour
Are you passionate about making a positive impact on a child's life? Join us as a Skills Development Specialist today! As a Skills Development Specialist, you will have an incredible opportunity to engage with a youth in one-on-one activities within the community that...
Hourly pay
Part time
Casual work
Immediate start
Flexible hours
Weekend work
Afternoon shift
Lad Lake
Greendale, WI
1 day 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
Franklin, WI
6 days ago
Remote Corporate Development Associate - AI Trainer ($50-$60 per hour)
$50 - $60 per hour
...progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on...
Hourly pay
Contract work
For contractors
Work experience placement
Remote work
Data Annotation
Greenfield, WI
more than 2 months ago
Chief Operating Officer
$179.88k
...team, the COO collaborates closely with the CEO and Board of Directors to shape mission-centered business strategies, organizational... ...ensure compliance with all regulatory, accreditation, and risk management requirements. All strategies and decisions are developed through...
Hourly pay
Contract work
Work at office
Local area
Immediate start
Remote work
Afternoon shift
Planned Parenthood of Wisconsin, Inc.
Milwaukee, WI
1 day ago
Executive Recruiter
...doing As an Executive Recruiter, you will be a part of a dynamic team of Recruiters, focusing on the Candidate and the Client. You’ll manage both sides of the desk, helping your Clients and Candidates thrive. The Executive Recruiter is responsible for executing the full...
Work experience placement
Local area
Remote work
Work from home
LHH
Milwaukee, WI
1 day ago
Local Growth Executive - Hunter, Regional Impact
XPO is seeking a Local Business Development Executive in Franklin, Wisconsin. The role requires identifying new customers, supporting their needs, and growing the account base. Candidates should have a Bachelor's degree and sales experience, particularly in the transportation...
Local area
XPO
Franklin, WI
3 days ago
HR Director - LTC Healthcare & Culture
Complete Care at Hales Corners in Wisconsin is seeking an experienced Human Resources Director to join our leadership team. This full-time position, with no weekend shifts, focuses on employee relations, recruitment, and building a positive workplace culture. Requirements...
Full time
Shift work
Complete Care, Inc.
Hales Corners, WI
4 days ago
Chief Financial Officer (CFO)
...strategic planning, forecasting financial trajectories, and representing financial strategy to the Board of Directors. The CFO will also be responsible for financial management and oversight, including budgeting, monitoring financials, and ensuring compliance with all...
Confidential
Milwaukee, WI
2 days ago
Chief Financial Officer
...of its artistic and strategic goals. Reporting to the Executive Director, the CFO serves as both a strategic advisor and hands‑on leader... ...monthly and annual close processes in accordance with GAAP Manage cash flow, internal controls, and financial systems Ensure audit...
Flexible hours
Dealhub
Milwaukee, WI
1 day ago
Chief Financial Officer
...with clarity. Represent financial strategy before the Board of Directors and Audit & Financial Integrity Committee. Identify... ...strengthen Penfield’s financial position through revenue growth, cost management, and sound capital planning. Financial Management & Oversight...
Work at office
Penfield Children's Center
Milwaukee, WI
5 hours ago
Accounting Manager
...processes and drive improvements while enjoying the fast pace of their day thrive in our work environment. We’re hiring an Accounting Manager to oversee our accounting and finance function at our Franklin, WI facility. Now is a great time to join Nopak as we embark on our...
Weekly pay
Remote work
Nopak
Franklin, WI
1 day ago
HR Generalist
...leadership team to direct the development, implementation, and coordination of policies and programs covering employment, wage and salary management, organization development, training, safety and health, benefits, and employee services. The HR Generalist initiates programs...
Full time
Work at office
Nopak
Franklin, WI
1 day ago
Human Resources Generalist
About Us SMC Ltd. is a globally recognized premium supplier to the medical market with locations throughout the world. People committed to speed, technology, and exceptional performance are the cornerstone of our organization. Comprised of dedicated people and decades ...
Temporary work
Monday to Friday
Shift work
SMC Corporation
Muskego, WI
3 days ago
Accounting Manager
$100k - $125k
...Accounting Manager – Direct Hire Location: Franklin, Wisconsin Base pay range $100,000.00/yr - $125,000.00/yr About Our Client Leader in the industry Opportunity to oversee all accounting and financial reporting activities for our manufacturing plant Hands‑on leadership...
Full time
Local area
eXtension
Franklin, WI
17 hours ago
Strategic Accounting Manager
Nopak is seeking an Accounting Manager to oversee its accounting and finance function at the Franklin, WI facility, supporting growth and financial control in the Greater Milwaukee Area. You will manage month-end close, bank reconciliations, inventory costing, payroll,...
Nopak
Franklin, WI
2 days ago
Remote Commercial Banking Lender
...Loan Processor role. The successful candidate will be responsible for reporting to the Vice President of Business Services Operations Manager. Responsible for assisting the Business Lending Department through the preparation of business documentation, closing, post-closing...
Work at office
Remote work
Flexible hours
The Symicor Group
Greenfield, WI
4 days ago
Senior Living Executive Director: Lead, Elevate & Care
...Perspective Senior Living, LLC in Franklin, WI is seeking an Executive Director to oversee department coordinators and ensure compliance with regulations. You will be responsible for financial management and fostering a positive work culture while ensuring that residents...
New Perspective Senior Living
Franklin, WI
4 days ago
Business Development Manager - Remote TX
...Business Development Manager Remote (Texas Preferred) General ThermoDynamics is seeking a high-impact Business Development Manager to drive strategic growth across key industrial markets. This role is ideal for a results-driven "hunter" who excels at building new relationships...
Remote job
Work at office
API Heat Transfer
Franklin, WI
2 days ago

Do you want to receive more vacancies?

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