Lead Wealth Advisor & Practice Builder

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

Benefits offered by this job

Health coverage including medical, dental, and vision

401(k) retirement plan with company match

Life and disability insurance

Employee wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group in Sioux City, Iowa, is searching for a Managing Director. This strategic role is perfect for a seasoned financial advisor looking to lead a team while maintaining their client practice. Responsibilities include mentoring fellow advisors and fostering a high-performance culture. Candidates should have at least 3 years in financial services, an Active Life and Health License, and demonstrate success in client relationships. Benefits include health coverage, 401(k) matching, and career growth opportunities.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development and relationship management.
• Strong interest in mentoring and building high-performing teams.

Responsibilities

• Building and leading a team of experienced financial advisors.
• Recruiting and mentoring fellow advisors.
• Fostering a high-performance culture within the firm.

Skills

Client development

Mentorship

Leadership

Relationship management

Business-driven mindset

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses (preferred)

Job description

WealthBridge Financial Group in Sioux City, Iowa, is searching for a Managing Director. This strategic role is perfect for a seasoned financial advisor looking to lead a team while maintaining their client practice. Responsibilities include mentoring fellow advisors and fostering a high-performance culture. Candidates should have at least 3 years in financial services, an Active Life and Health License, and demonstrate success in client relationships. Benefits include health coverage, 401(k) matching, and career growth opportunities.