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 26 days ago

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

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
Madison, WI
5 days ago
Managing Director
...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...
Suggested
Visa sponsorship
WealthBridge Financial Group
Madison, WI
3 days ago
Chief Financial Officer
...position is accountable for the administrative, financial, and risk management operations of the company, to include the development of a... ...tax strategies Makes recommendations to the CEO and Board of Directors for internal control policies Implements and follows internal...
Suggested
Full time
Work at office
Monday to Friday
Weekend work
Afternoon shift
Dealhub
Madison, WI
2 days ago
Chief Financial Officer (CFO)
...Leadership Team and advisor to the President and CEO, Board of Directors, and key stakeholders, the CFO oversees budgeting, financial... ...reporting systems, audit oversight, internal controls, financial risk management, investment accounting, treasury management, facility...
Suggested
Temporary work
Wisconsin Foundation and Alumni Association
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...
Suggested
Work at office
Remote work
Visa sponsorship
Work visa
2 days per week
WHEDA
Madison, WI
5 days ago
Chief Financial Officer (CFO)
...providing in-depth analysis, insights, and guidance to the Board of Directors. This role is key to the company's investment thesis, which... ...'s financial strategy and operations, and who is adept at managing the financial aspects of a business in a dynamic and fast-paced...
Confidential
Madison, WI
5 days ago
Executive Consultant - Vice President of innovative statistics
...business units, helping to meet revenue, profitability, and customer satisfaction goals. Maintain regular engagement with senior management and executives at client organizations. Travel regularly and cultivate strong professional relationships both internally and externally...
Cytel
Madison, WI
4 days ago
Restaurant Supervisor - Urgently Hiring
...should not only supervise their team but lead it to acheive their goals. A Restaurant Supervisor will assist in the planning and management at Pizza Hut - Maple Valley in order to achieve customer satisfaction, quality service, compliance with store policies all while...
Full time
Part time
Currently hiring
Immediate start
Shift work
Pizza Hut - Maple Valley
Middleton, WI
2 days ago
Survey Crew Chief
$80k - $110k
...for highway, municipal, and roadway projects. Direct and perform field activities, scheduling work, and maintaining equipment. Manage surveying projects, working effectively with a project team and construction contractor. Requirements Preferred...
Full time
For contractors
Visa sponsorship
Flexible hours
SRF Consulting Group
Madison, WI
3 days ago
Associate Executive Director
$725 per month
...other related field is required. Minimum two to four years proven management experience in retirement housing, hospitality or health care... ...day‑to‑day operational execution in support of an Executive Director within a larger community. Manages occupancy and monthly financial...
Hourly pay
Full time
Temporary work
Part time
Local area
Flexible hours
Shift work
Night shift
Afternoon shift
Brookdale Senior Living
Madison, WI
3 days ago
Territory Executive (US)
...PagerDuty (NYSE:PD) is a leader in Digital Operations Management. In an always-on world, organizations of all sizes trust PagerDuty to help them deliver a perfect digital experience to their customers, every time. Teams use PagerDuty to identify issues and opportunities...
Local area
Flexible hours
PagerDuty
Madison, WI
2 days ago
Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote)
$155.3k - $177.2k
...Senior Manager, Strategic Business Development - Capital One Ad Solutions (Remote) Capital One Shopping is seeking a Senior Manager, Strategic Business Development to join our Partnerships team. In this role, you will be responsible for identifying, prospecting, and closing...
Full time
Contract work
Part time
Local area
Remote work
Capital One
Madison, WI
5 days ago
CIB - Emerging Markets, Brazil Sales - Executive Director
$250k
...real difference. Role Overview The Emerging Markets, Brazil Sales - Executive Director in Santander’s U.S. Corporate Investment Banking will be responsible for originating, developing, and managing senior institutional client relationships with a primary focus on Brazil....
Hourly pay
Contract work
Shift work
TSB Bank
Madison, WI
4 days ago
CIB - Institutional FX Sales, Executive Director
$250k - $320k
...seeking an experienced and dynamic Institutional FX Sales Executive Director to join our Institutional Sales team within the Global Markets... ...client network and demonstrated ability to originate and manage institutional FX flows. Experience covering institutional clients...
Contract work
Work experience placement
Shift work
TSB Bank
Madison, WI
4 days ago
Business Development - Strategy Director
$151.7k - $270.95k
...OVERVIEW The Director, Strategic Initiatives plays a critical role in driving top priority initiatives and advancing strategies across... ...and objectives. This position provides leadership to senior managers and high-level professionals without appreciable direction....
Work at office
Wolters Kluwer
Madison, WI
5 days ago
Associate Director, Corporate Compliance - Operations
$145.5k - $205k
...transplant is not currently an option. Who You Are The Associate Director, Corporate Compliance - Operations is an experienced... ...leadership role in building and maintaining a third-party risk management program for healthcare compliance risk, including risk-based intake...
Work at office
Remote work
United Therapeutics
Madison, WI
1 day ago
President
President About the Company Large public university Industry Higher Education Type Educational Institution Founded 1971 Employees 10,001+ Categories Education Colleges and Universities Specialties ...
Confidential
Madison, WI
5 days ago
President
...harassment. Leadership and Contacts The Universities of Wisconsin presidential search is being led by: Roderick J. McDavis, Ph.D. Managing Principal and CEO AGB Search, LLC ****@*****.*** (***) ***-**** Melissa K. Trotta, Ed.D. Associate Managing Principal AGB...
Immediate start
Universities of Wisconsin
Madison, WI
1 day ago
Staff Product Manager Market Insights (Remote)
...A technology company is seeking a Staff Product Manager responsible for developing strategic product vision while executing hands-on tasks. The ideal candidate will have 8-10 years of experience in product management within a high-growth B2B SaaS startup. This fully remote...
Remote work
ApartmentIQ
Madison, WI
1 day ago
President, Ancillary Lines
...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...
Confidential
Madison, WI
1 day ago
Chief Executive Officer (CEO)
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...
Confidential
Madison, WI
4 days ago
Executive Director
$22.62k
...for Retired Americans (WIARA) is seeking a part‑time Executive Director to help lead our organization alongside the elected president and... ...(Gmail, Sheets, Docs). Familiarity with QuickBooks. Experience managing social media, primarily Facebook. Knowledge and experience...
16 hours
Part time
Work at office
Local area
Wisconsin Psychiatric Association
Madison, WI
3 days ago
President and CEO
the client is a trusted community institution that has been in existence for over 80 years. It brings people together through philanthropy to support community impact. In this role, the position will support the client’s mission by helping coordinate activities and stakeholder...
Confidential
Madison, WI
2 days ago
Executive Director
...we now have the need, and the opportunity, for deeper impact. For the next chapter of FoxRAP, we are seeking a dynamic executive director to strengthen the core of the organization, build out a regionally impactful nonprofit, and expand FoxRAP’s role as a trusted community...
Local area
Earth Day
Madison, WI
3 days ago
Strategic Technology Executive AMS
...field and customer perspectives in product strategy, roadmap planning, and prioritization sessions. Regularly interface with Product Management, Engineering, Product Marketing, and the Office of the Strategic Technology Executives. Contribute to strategic forums including...
Permanent employment
Work at office
Flexible hours
Teradata
Madison, WI
1 day ago
Payroll Director - Managed HR Services
$116k - $345.33k
...Payroll Director The Payroll Director will serve as a senior leader within Managed HR Services, reporting to the Principal of MS HRS Payroll & HR. This individual will be responsible for overseeing payroll operations, leading a team of 10–15 professionals, driving revenue...
Remote work
Baker Tilly
Madison, WI
4 days ago
Associate Director, Financial Planning & Analysis
$115k
...a more connected care journey. We are hiring for an Associate Director to join our Operations Finance Team. We are looking for a team... ...iterative change analyses (Required) Ability to work independently and manage time across multiple work streams and stakeholders (Required)...
Rotational program
Immediate start
Evolent
Madison, WI
3 days ago
Crew Chief
$16.76 - $17.76 per hour
...rewards program ~ Uniforms paid for and laundered Gear Up For Your Role: As a Crew Chief, you're an important part of our management team, focused on giving top-notch service to customers. You'll team up with the General Manager to guide the crew, keep things...
Full time
Flexible hours
Jiffy Lube
Madison, WI
a month ago
Crew Chief
...Culver Franchising System, LLC - Family Owned Restaurants* are looking for Restaurant Managers! In our restaurants, teamwork is everything. When you join Culver's, you'll find yourself surrounded by a supportive team, and opportunities to develop both personally and...
Flexible hours
Shift work
Culver's (Vincennes)
Middleton, WI
3 days ago
Project Executive
...leadership team the Project Executive (PX) is responsible for overseeing the day-to-day operations for all construction, project management and project administration activities within a market sector or project. The PX will assist in developing and implementing corporate...
Contract work
For subcontractor
Local area
Flexible hours
Bear Construction
Madison, WI
5 days ago

Do you want to receive more vacancies?

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