Managing Director

WealthBridge Financial Group

Managing Director | WealthBridge Financial Group

WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge’s standards and values. You'll leverage our firm’s resources and brand strength to support your vision for growth, while maintaining your own client practice.

This is a PLAYER/COACH role -- you will have a thriving personal practice and lead by example

Requirements

Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice
Active Life and Health insurance license required
FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held
Strong leadership and team development skills with a passion for mentoring advisors
Proven track record in client acquisition, retention, and comprehensive financial planning
Business-oriented mindset with long-term strategic vision
Excellent communication and interpersonal skills
Authorization to work in the United States

Apply

Vacancy posted 3 hours ago

Similar jobs that could be interesting for youBased on the Managing Director in Santa Fe, NM 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
Santa Fe, NM
1 day ago
Executive Director, Regulatory Affairs
...Executive Director, Regulatory Affairs About the Company Esteemed company developing medicines for inflammatory & autoimmune diseases... ..., regulatory compliance, and commercial impact. Hiring Manager Title SVP, Chief Regulatory Officer Functions...
Suggested
Confidential
Santa Fe, NM
5 days ago
Chief Operating Officer (COO)
...Officer (COO) to join its leadership team. The COO will be a mission-aligned leader with a strong background in scaling operations, managing cross-functional teams, and driving impact in a nonprofit environment. Key responsibilities for the COO include collaborating with...
Suggested
Confidential
Santa Fe, NM
17 hours ago
Recruiting Director
$155k - $185k
...Support Services Overview GovCIO is currently hiring for Director of Recruiting for our Health and Civilian Talent Acquisition team... ...and will be a fully remote opportunity. Responsibilities Manages the development of efficient recruiting resources, screening...
Suggested
Full time
Currently hiring
Local area
Remote work
Flexible hours
GovCIO
Santa Fe, NM
2 days ago
Executive Director, Site Payment Services
...driven by curiosity, passion, and optimism. Come join us in keeping the Patient at the Heart of Everything We do. Job Title Executive Director, Site Payment Services Job Introduction At Parexel, we are a leading Clinical Research Organization company specializing in...
Suggested
Flexible hours
PAREXEL
Santa Fe, NM
5 days ago
Executive Director
...s degree preferred LOCATION Based in Santa Fe SUMMARY The Executive Director serves as the chief executive and administrative officer of the District responsible for the daily operations and management of District programs and execution of the directions and policies of...
Full time
Contract work
Local area
Flexible hours
North Central New Mexico Economic Development District
Santa Fe, NM
4 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
Santa Fe, NM
7 days ago
Retail Department Supervisor Full Time Now Hiring
$16.4 - $16.9 per hour
...Associates execute tasks and activities according to store plan; prioritizes as needed Communicates accurately and effectively with management and Associates when setting and addressing priorities; provides progress updates Provides and accepts recognition and...
Hourly pay
Full time
Temporary work
Local area
Immediate start
Home office
Flexible hours
Night shift
The TJX Companies , Inc.
Santa Fe, NM
5 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
Santa Fe, NM
1 day ago
Executive Director
...Overview Executive Director (Part‑Time). Scott’s House is seeking a part‑time Executive Director (ED) to work with key staff, volunteers... ...NM. The ED oversees services, operations, and financial management, ensuring operational effectiveness and financial sustainability...
Part time
Local area
Remote work
Groundworks New Mexico
Santa Fe, NM
5 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... ...goals and objectives. This position provides leadership to senior managers and high-level professionals without appreciable direction....
Wolters Kluwer
Santa Fe, NM
4 days ago
Executive Director
$70k - $90k
...Full-Time, Exempt•Remote / Statewide•Reports to the Board of Directors Compensation commensurate with experience; anticipated range $70... ...38,000. It is not a bureaucracy. The ED will do real work, not manage people who do it — and will build the organizational infrastructure...
Full time
Contract work
Work at office
Local area
Remote work
Work from home
Afternoon shift
New Mexico CASA Association
Santa Fe, NM
4 days ago
VP, Treasury Management
...colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! Job Title: VP, Treasury Management Job Description: Summary: Develop new business and provide support to bank prospects and clients. Make calls with RM's...
Full time
Local area
Enterprise Bank and Trust
Santa Fe, NM
a month ago
Kiewit Nuclear Solutions Market Strategy-Business Development Manager
...sense of responsibility to the missions that matter most to the nation. Kiewit Nuclear Solutions is seeking a Business Development Manager to lead strategic growth across the DOE nuclear enterprise . This role will shape market strategy, engage senior government and industry...
Full time
Contract work
Relocation
Flexible hours
Weekend work
Kiewit Corporation
Santa Fe, NM
3 days ago
Remote Solar Project Manager - Fleet Ops & Compliance
$108.5k - $135.62k
...SOLV Energy is seeking an experienced Services Project Manager to support the team managing new PV Power Plants. This fully remote position emphasizes financial performance and contractual compliance. You will work closely with stakeholders to ensure peak performance and...
Remote work
SOLV Energy
Santa Fe, NM
5 days ago
Principal Product Marketing Manager
$102.3k - $209.5k
...architectures, and white papers. Frequently meet with and present to Oracle executive leadership and top-tier reference customers. Manage strategic engagement with the field to help grow our international footprint, take market share, land marquis/big logos, and retain...
Temporary work
Relocation package
Flexible hours
Oracle
Santa Fe, NM
2 days ago
Sr. Principal Technical Program Manager
$126.2k - $264.1k
...expansion initiatives. You will help define and operationalize the tooling, governance models, processes, and execution frameworks used to manage OCI’s rapidly growing infrastructure ecosystem. The ideal candidate is highly technical, execution-oriented, comfortable...
Temporary work
Flexible hours
Oracle
Santa Fe, NM
6 days ago
Principal Technical Program Manager
$97.5k - $209.5k
...Job Description Works with management and stakeholders to align priorities and goals using technical know-how in a fundamental engineering area or technical domain. Establishes scope and milestones for each aspect of a technical program, aligning to the broader program...
Temporary work
Immediate start
Flexible hours
Shift work
Oracle
Santa Fe, NM
4 days ago
Executive Director, Global Value Evidence Lead
$245.45k - $381.11k
...Position Summary: The Executive Director, Global Value Evidence Lead, is a strategic leader responsible for driving the global value... ...Provide mentorship, support in career development and performance management for direct reports Enhance the department’s capabilities by...
Temporary work
Local area
Flexible hours
Otsuka America Pharmaceutical Inc.
Santa Fe, NM
5 days ago
Senior Principal Technical Program Manager
$126.2k - $264.1k
...Job Description We are seeking a highly experienced Senior Principal Technical Program Manager (TPM) to lead complex customer engagements within our global Supply Chain Operations organization. This strategic role sits at the intersection of customer requirements, manufacturing...
Contract work
Temporary work
Flexible hours
Oracle
Santa Fe, NM
4 days ago
Director of Sales
...Integral Senior Living (ISL) proudly manages care and lifestyle-focused Independent Living, Assisted Living and Memory Care communities... ...build a meaningful and rewarding career. Summary The Director of Sales (DOS) manages the sales operations of the community. The...
Work at office
Local area
Integral Senior Living
Santa Fe, NM
5 days ago
Sales Director (BSS/OSS/CRM/CPQ)
$144k - $284.3k
...Job Description Sales Director - Oracle Communications Applications It's an exciting time to join Oracle Communications and work... ...presentation, negotiation, and interpersonal skills Proven success managing enterprise sales teams and selling into large, complex accounts...
Temporary work
Flexible hours
Oracle
Santa Fe, NM
5 days ago
Head of Sales
Build AI to co-invent the future Our mission is to empower people to invent solutions for the world’s hardest problems, working together with scalable and reliable AI agents. For example, our agents can efficiently reason about and verify mission-critical code, including...
Contract work
Work at office
Flexible hours
asari.ai
Santa Fe, NM
3 days ago
Head of management hr
...responsible land reclamation, improving forest and watershed health, and managing a statewide system of state parks. The Human Resources Bureau... ...program within EMNRD. This position will be backup to the HR Director when needed. How does it get done? Provides direct supervision...
Work at office
New Mexico Department of Justice
Santa Fe, NM
2 days ago
People Director
...acquisition strategy end‑to‑end: deciding whether to use vendors, process design, candidate experience, and closing. Partner with hiring managers to define roles, build structured interview processes, and make fast, high‑quality hiring decisions. Utilize the Leadership Team...
Work at office
Immediate start
Remote work
Relocation
Flexible hours
Bretton AI
Santa Fe, NM
1 day ago
Head of Recruiting & HR
...Overview Position Title: Human Resources Manager. Department: Human Resources. Salary Grade: 1032. Position Status: Full-Time. FLSA Status... ...supervision/direction of the Human Resources Department (HR) Director, this role is responsible for assistance to the HR Director in...
Full time
For contractors
Casual work
Work at office
Santa Clara Pueblo Administrative
Santa Fe, NM
1 day ago
HR Director
$80k - $100k
...We are seeking an experienced and dynamic Permanent HR Director to join our team. The successful candidate will be responsible for managing all aspects of the HR function, including executive and organizational support, policies, compliance, and documentation, recruitment...
Permanent employment
Jobot
Santa Fe, NM
4 days ago
Vice President, Account Management
$145.6k - $167.4k
...collaborative team that is passionate about creating transformative change in healthcare. Position Overview: The Vice President, Account Management (Strategic Accounts) is responsible for leading Datavant’s relationships with a portfolio of highly complex, strategically...
Datavant
Santa Fe, NM
2 days ago
Head of management hr
...Why This Role Matters We are seeking a Corporate Human Resources Manager who thrives in a hospitality environment and leads with a... ...visible, hands‑on partner to operational leaders, the Corporate Director of Human Resources, and team members across the organization. The...
Local area
Heritage Companies
Santa Fe, NM
5 days ago
Regional Vice President of Sales
...resolution for escalated matters brought about by customers Requirements Three or more years of multifamily vendor sales experience in managing sales in a corporate setting Proven record of success with the entire sales process Excellent communication, interpersonal, and...
Temporary work
Flexible hours
SatisFacts & ApartmentRatings
Santa Fe, NM
2 days ago

Do you want to receive more vacancies?

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