Lead Wealth Advisor & Practice Builder

WealthBridge Financial Group; Des Moines (IA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is looking for a proven financial advisor to take on a leadership role as Managing Director in Des Moines, Iowa. This position focuses on building and leading a team of experienced financial advisors, while also maintaining personal client work. Ideal candidates will possess at least 3 years of experience in financial services, hold an active Life and Health License, and have a strong drive for leadership and team development. Benefits include top-tier health coverage and a 401(k) retirement plan.

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, 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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors.
• Foster a high-performance culture.
• Shape the future growth of the firm.

Skills

Client development

Planning

Relationship management

Leadership

Mentoring

Tools

FINRA Series 6/7

FINRA Series 63/66

Job description

WealthBridge Financial Group is looking for a proven financial advisor to take on a leadership role as Managing Director in Des Moines, Iowa. This position focuses on building and leading a team of experienced financial advisors, while also maintaining personal client work. Ideal candidates will possess at least 3 years of experience in financial services, hold an active Life and Health License, and have a strong drive for leadership and team development. Benefits include top-tier health coverage and a 401(k) retirement plan.