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 22 hours ago
Similar jobs that could be interesting for youBased on the Managing Director in Wauwatosa, WI vacancy
  •  ...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
    2 days ago
  •  ...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

    West Allis, WI
    22 hours ago
  •  ...Managing Director Midwest The Managing Director Midwest leads strategic and operational sales, software development and service functions for the organization's heating, ventilation, air conditioning, and refrigeration product portfolio in assigned region. This role... 
    Suggested
    Contract work
    For contractors
    Work at office

    Carel USA

    Milwaukee, WI
    4 days ago
  •  ...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... 
    Suggested
    Flexible hours

    Milwaukee Repertory Theater

    Milwaukee, WI
    22 hours ago
  • $167k - $285k

     ...for a more connected, compassionate world. About the Role The Director, Executive Compensation, is responsible for the design, administration...  ...a public company environment. Preferred Qualifications Broad management and leadership knowledge to lead multiple job areas, and... 
    Suggested
    Work at office
    Local area
    Flexible hours

    USA-Medtronic MiniMed, Inc 1017

    Milwaukee, WI
    3 days ago
  •  ...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
    1 day ago
  •  ...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
    4 days ago
  •  ...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

    Milwaukee, WI
    4 days ago
  • $5,000 per month

     ...best. Our work improves lives. Find out how a career as an HR Manager - Compliance can change yours. The HR Manager - Compliance will...  ...acceptable driving record as determined by the DOT Operations Director and Michels Legal Department Able to attract, develop and retain... 
    Contract work
    Temporary work
    For contractors
    For subcontractor
    Work at office
    Flexible hours

    Michels

    Milwaukee, WI
    2 days ago
  •  ...and maintain an intimate knowledge of future opportunities/changes and the state of the relationships at all key accounts. Sales Management: Lead the sales teams to achieve annual goals for growth and business development. Work to maintain current customer base and solicit... 
    Contract work

    Charter Wire

    Milwaukee, WI
    22 hours ago
  • $152k - $228k

     ...Grant Thornton is seeking an Oracle HCM Recruiting Associate Director to join the team. Approved office locations can be found below...  ...modernization, including Redwood UX. Global Program & Project Management Leadership Serve as the program lead for large, complex Oracle... 
    Work at office
    Local area
    Worldwide

    Grant Thornton

    Milwaukee, WI
    4 days ago
  •  ...ambassador by establishing relationships with the community to increase the hotel's exposure. Work tactically with the Director of Revenue Management, Digital Marketing, and Public Relations teams to ensure a strategically symbolic relationship between all disciplines.... 
    Temporary work
    Work at office
    Home office
    Shift work

    Kimpton Hotels & Restaurants

    Milwaukee, WI
    3 days ago
  •  ...quarter-end, and year-end close processes. Ensure data integrity across ERP and financial reporting systems. Oversee cash management, liquidity planning, banking relationships, debt compliance, and treasury operations. Leadership and Team Development... 
    Work at office
    Local area
    Afternoon shift

    Groundmasters Inc

    Milwaukee, WI
    4 days ago
  •  ...generators. We are looking for a bold, relationship-driven Director of Sales & Marketing who can turn that story into results....  ...opportunities and adjust strategy. Partner with Revenue Management on pricing, group thresholds, market mix, need dates, and deployment... 
    Local area
    Worldwide

    The Abbey Resort

    Milwaukee, WI
    3 days ago
  • $140.6k - $234.8k

     ...Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and operate with the precision and resilience required in rapidly... 
    Local area
    Remote work

    Johnson Controls

    Milwaukee, WI
    3 days ago
  • $64.5k - $71.5k

     ...the hiring process. Position Summary: As the Sales and Marketing Director, you are responsible for driving the Urban Ecology Center’s...  ...materials, including websites, social media, and print publications. Manage merchandise, including researching and ordering new merchandise... 
    Full time
    Temporary work
    Work experience placement
    Summer work
    Work at office
    Immediate start
    Shift work
    Afternoon shift

    Urban Ecology Center

    Milwaukee, WI
    22 hours ago
  • $75k - $90k

     ...seat where the job is to build, not babysit. Scarlett Hotel Group is hiring a Director of Sales for the Delta Hotels by Marriott in Milwaukee, and we're not looking for someone to manage the status quo. We're looking for someone who sees a citywide on the calendar... 
    Full time
    Worldwide

    Scarlett Hotel Group

    Milwaukee, WI
    7 minutes ago
  • $35 - $40 per hour

     ...nationwide. They offer civil engineering, land surveying, environmental science permitting, landscape architecture, and construction management and inspection services. They are looking for a Survey Crew Chief to fulfill the increasing needs of their clients in Milwaukee... 
    Daily paid
    Temporary work
    Remote work
    Night shift

    Noor Staffing Group

    Milwaukee, WI
    20 days ago
  •  ...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
  •  ...for assigned business segments across designated geography, including revenue-generating accountability and profit and loss (P&L) management for the segment or enterprise. Provides strategic direction with a direct link to organizational function and enterprise... 
    Hourly pay
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Advocate Aurora Health

    Milwaukee, WI
    22 hours ago
  •  ...Position Summary The Human Resources Project Manager / HR Operations Specialist is responsible for leading, coordinating, and executing Human Resources projects and organizational initiatives across the AFC&D organization. This role combines strong project management expertise... 
    Full time
    Temporary work
    Work at office
    Remote work
    Flexible hours

    Amcor Flexibles, LLC

    Milwaukee, WI
    1 day ago
  • $5,000 per month

     ...best. Our work improves lives. Find out how a career as an HR Manager - Compliance can change yours. Responsibilities The HR Manager...  ...acceptable driving record as determined by the DOT Operations Director and Michels Legal Department Able to attract, develop and retain... 
    Temporary work
    For contractors
    Work at office
    Flexible hours

    Michels Corporation

    Milwaukee, WI
    1 day ago
  •  ...and values. As the strategic leader reporting to the Board of Directors, the President and CEO will define and execute an enterprise strategy...  ...explore new product lines and business models. Operational management responsibilities encompass maintaining quality standards,... 

    Confidential

    West Allis, WI
    1 day ago
  • 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

    Milwaukee, WI
    2 days ago
  •  ...government officials. This role works closely with the Board of Directors to drive organizational strategy, financial health, program...  ...organizational strategy and multi-year plans Oversee budgeting, financial management, staffing, and operations Build strong relationships with... 
    Flexible hours

    Lauber Business Partners

    Milwaukee, WI
    4 days ago
  •  ...Executive Director About the Company Mission-driven organization providing business development services to corporate members & certified MBEs Industry Non-Profit Organization Management Type Non Profit Founded 1994 Employees... 
    Contract work

    Confidential

    Milwaukee, WI
    1 day ago
  • $100k

     ...stronger future for Wisconsin’s Latino community. The new Executive Director is the key strategist and visionary leader who will identify...  ...and in Spanish. Five years of professional supervisory and management experience or equivalent experience. Thorough understanding of... 
    Full time
    Work at office
    Remote work
    Flexible hours

    HPGM

    Milwaukee, WI
    3 days ago
  •  ...a culture of inclusion and belonging are also essential. A Bachelor's degree is required, with an advanced degree preferred, and the candidate must be willing to travel as needed. Hiring Manager Title Director of HR Functions ~ CEO/President... 
    Work at office

    Confidential

    West Allis, WI
    2 days ago
  •  ...Executive Director | Fox Point Leadership Opportunity to Inspire, Lead, Grow Are you a driven leader with a passion for seniors and a...  ...exceptional Memory Care. At Azura Living you will do more than manage a community. You will shape experiences, inspire teams, and change... 
    Local area

    Azura Memory Care and Assisted Living

    Milwaukee, WI
    22 hours ago
  • $100k - $140k

     ...patient experiences and make a real difference as our Executive Director. Shape the future of compassionate care by leading the...  ...transportation. Strategic Problem-Solver: Excellent problem-solving, time management, and organization. Thrives in Fast-Paced Environments:... 
    Immediate start
    Flexible hours

    Moments Hospice

    Milwaukee, WI
    2 days ago

Do you want to receive more vacancies?

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