Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Managing Director in Lolo, MT vacancy
  •  ...-Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training and... 
    Suggested
    Remote job
    Full time

    Zuzick Organization of Globe Life

    Missoula, MT
    3 days ago
  • Delivering exceptional customer service that goes above and beyond. Responding to customer inquiries and concerns promptly and effectively. Navigating the sales cycle, from initial contact to closing the deal. Staying up-to-date with current policies to provide...
    Suggested
    Full time

    Zuzick Organization of Globe Life

    Missoula, MT
    10 hours ago
  • $136.44k - $181.91k

     ...as we digitally connect the world and shape the future. The Director II Sales, SLED oversees all sales activities related to the Lumen...  ...Education Sales. This role is responsible for organizing and managing a sales team to achieve profitability and growth. Location... 
    Suggested
    Full time
    Temporary work
    Local area

    Lumen

    Missoula, MT
    1 day ago
  • $132.3k - $176.4k

     ...join us today. The Role The Business Development Account Director is accountable for developing and implementing the overall...  ...opportunities for target government organizations and briefs senior management on high dollar opportunities Develops and maintains... 
    Suggested
    Full time
    Contract work
    Temporary work

    Lumen

    Missoula, MT
    3 days ago
  • $189k - $384k

     ...cause instead of slapping on a patch Translate c-level objectives into concrete, actionable day-to-day steps Spot where People Management breaks before it shows up in a dashboard Manage competing demands while keeping attention to detail high Use Accountability... 
    Suggested
    Freelance
    Relocation

    Jobleads-US

    Missoula, MT
    2 days ago
  •  ...personnel for assignment recommendations Assisting Enlisted Sailors and their families with problems or personal hardships Managing your duty station’s Career Information Program Maintaining and entering data into Enlisted Service Records Assisting with personnel... 
    Full time
    Part time
    Worldwide
    Overseas

    U.S. Navy

    Missoula, MT
    10 hours ago
  • $42 - $52 per hour

     ...Overview: Under supervision of the Project Quality Manager, applies skills and knowledge to determine degree of conformance of installation of materials and equipment to MasTec Industrial and/or Client specifications. Performs inspection and/or layout of various project... 
    Hourly pay
    Daily paid
    Full time
    Temporary work
    For contractors
    Work experience placement
    For subcontractor
    Local area
    Flexible hours
    Shift work

    MasTec Industrial

    Missoula, MT
    3 days ago
  • 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

    Missoula, MT
    1 day ago
  •  ...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

    Missoula, MT
    3 days ago
  • $189k - $384k

    Commerce Solutions Group is seeking a Chief Operating Officer who thrives on turning strategy into decisive action. With 16 years of experience and a commitment to continuous learning, you will lead operations in Missoula, MT, and shape high-impact outcomes. Beyond ...

    Jobleads-US

    Missoula, MT
    2 days ago
  •  ...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

    Missoula, MT
    2 days ago
  •  ...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

    Missoula, MT
    2 days ago
  • Skyfish is building the next generation of drone technology. Chief Financial Officer (CFO) - Investor Relations Focus About Skyfish Skyfish is an American autonomous drone platform developer and manufacturer entering a period of rapid growth as we prepare for an upcoming...
    Full time

    Skyfish

    Missoula, MT
    6 days ago
  •  ...Champion AI & automation: Identify and roll out AI‑powered coaching, content, and workflow tools that cut manual busywork for reps and managers and speed up ramp and deal execution. What We’re Looking For ~8+ years of experience spanning sales enablement, training, or... 
    Full time
    Remote work
    Worldwide
    Work visa
    Flexible hours

    Make Choteau Home

    Missoula, MT
    3 days ago
  • $117k - $174k

     ...Think of this Sales Director job at ScaleForward as part strategist, part hunter, all results, with Persuasion sharpening every move....  ...warm referrals before competitors in Missoula get the call Manage paid search, social, and email programs end to end Show up at... 
    Remote work
    Flexible hours
    Night shift

    Scaleforward

    Missoula, MT
    3 days ago
  • $95k - $120k

     ...experience, growing professionally, and thriving in a collaborative, creative atmosphere where your efforts are appreciated. Sr. HR Manager *This is a hybrid role located in Missoula, MT only. Position Summary The Senior Human Resources Manager serves as the company's... 
    For contractors
    Local area

    Education Logistics

    Missoula, MT
    3 days ago
  • $114k - $172k

     ...At Discovery, the HR Director owns the analysis that turns quarterly goals into concrete operating plans. The promise is concrete - $114,000 - $172,000, temporary hours, 12 years honored, and a business role at Discovery that grows with you. Key Responsibilities... 
    Temporary work

    Energy Innovation: Policy and Technology LLC

    Missoula, MT
    4 days ago
  •  ...keeping the business financially disciplined, customer‑obsessed, and mission‑driven. What you bring Proven experience as a General Manager, VP, or similar leadership role within an e-commerce or digital business; Strong knowledge of e-commerce platforms (e.g.,... 
    Full time
    Temporary work

    Dftba

    Missoula, MT
    1 day ago
  •  ...programming created for local government and nonprofits. About the position: The Executive Director of MCAT is responsible for strategic leadership, financial sustainability, staff management, and daily operations at our Missoula, MT studio and associated work areas. This... 
    Part time
    Local area

    Missoula Community Access Television

    Missoula, MT
    6 days ago
  •  ...Marketing Project Manager Location: Missoula, Montana Department: Client Services Reports to: CEO Status: Full-time Salaried (exempt)...  ...Provide light strategic guidance; pull in Senior Client Manager, Director of Client Services, Strategy, or Biz Dev when deeper consulting... 
    Hourly pay
    Price work
    Full time
    Contract work
    Work at office
    Shift work
    Weekday work

    Gecko Agency

    Missoula, MT
    2 days ago
  •  ...Partnership & Production Collaborative Leadership: Partner closely with Music Director Julia Tai to support concert planning, logistics, scheduling, and outreach activities. Artist Management: Negotiate contracts and arrangements with guest artists, venues and co-... 
    Summer work
    Work at office

    Montana Nonprofit Association

    Missoula, MT
    5 days ago
  • $105.79k - $141.05k

     ...impact, and help shape the future of AI‑ready connectivity, join us today. The Role We are seeking a Senior Journey Marketing Manager to lead the end-to-end development, activation, and optimization of integrated customer journeys and campaigns that increase... 
    Full time
    Temporary work

    Lumen

    Missoula, MT
    3 days ago
  • Develop and maintain the voice of Adventure Ted using cutting-edge technology and AI tools to ensure consistent character portrayal across animations, virtual events, and multimedia projects. Collaborate with Childhood Cancer Society’s creative and production teams ...
    Remote job

    Childhood Cancer Society

    Missoula, MT
    5 days ago
  • $132.23k - $176.31k

     ...take ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role The Sr. Manager, Demand Strategy leads demand generation strategy and performance across direct and partner channels, translating business growth... 
    Full time
    Temporary work

    Lumen

    Missoula, MT
    3 days ago
  • $105.79k - $141.05k

     ...and help shape the future of AI‑ready connectivity, join us today. The Role We are seeking a Senior Lead Technical Marketing Manager to shape how Lumen brings its cybersecurity capabilities to market. This role translates complex security technologies, architectures... 
    Full time
    Temporary work
    Work from home

    Lumen

    Missoula, MT
    3 days ago
  • Contact prospective clients and schedule virtual benefits reviews. Meet with clients to review existing coverage and understand their family’s needs, priorities, and budget. Explain available benefits, policy features, costs, and coverage limitations clearly. Recommend...
    Full time

    Zuzick Organization of Globe Life

    Missoula, MT
    4 days ago
  •  ...communities across the country. The Office of the Chief Human Capital Officer (OCHCO) serves as the primary authority for human capital management at the U.S. Department of Housing and Urban Development (HUD). OCHCO leads department-wide human capital strategy and operations... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    U.S. Department of Housing and Urban Development

    Missoula, MT
    1 day ago
  •  ...Meet with clients through Zoom to discuss benefits options and enrollment needs. Use Zoom confidently to schedule, host, and manage virtual appointments. Explain benefit plans clearly and answer client questions in a professional manner. Assist clients with completing... 
    Full time
    Remote work
    Work from home

    Zuzick Organization of Globe Life

    Missoula, MT
    1 day ago
  • $107.5k - $143.33k

     ...holds a number of existing contracts and decades-long relationships. Account Director II supporting the U.S. Navy responsible for growing and protecting a portfolio of telecommunications and managed services business across established Navy contract vehicles. Leads... 
    Full time
    Contract work
    Temporary work
    Work at office

    Lumen

    Missoula, MT
    1 day ago
  • $50.61k - $67.47k

     ...ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role As an Account Manager II, Desk Based, you will drive new customer acquisition and revenue growth across an assigned territory through focused, high-... 
    Full time
    Temporary work
    Remote work
    Work from home

    Lumen

    Missoula, MT
    1 day ago

Do you want to receive more vacancies?

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