Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Cincinnati (IA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for the Managing Director role in Cincinnati, Iowa. This leadership position focuses on building and mentoring a team of financial advisors while also maintaining your personal client practice.

The ideal candidate will have a minimum of 3 years of experience, with an Active Life and Health License, and demonstrated success in developing client relationships. Join a firm with over 175 years of history and a commitment to fostering a high-performance culture.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Active Life and Health License required.
• Demonstrated success in client development and relationship management.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Shape the future growth of the firm.

Skills

Client development

Relationship management

Mentoring

Leadership

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor for the Managing Director role in Cincinnati, Iowa. This leadership position focuses on building and mentoring a team of financial advisors while also maintaining your personal client practice.

The ideal candidate will have a minimum of 3 years of experience, with an Active Life and Health License, and demonstrated success in developing client relationships. Join a firm with over 175 years of history and a commitment to fostering a high-performance culture.