Managing Director

WealthBridge Financial Group; Ankeny (IA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401(k) company match

Life and disability insurance

Employee wellness programs

Job summary

WealthBridge Financial Group seeks a proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has built a personal practice and is ready to lead a team while continuing to manage clients.

As Managing Director you will recruit, mentor and develop a high-performing advisory team, foster a growth mindset, and help shape the firm’s future while benefiting from its history, infrastructure and brand strength.

Qualifications

• 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.
• 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.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit, mentor and develop other advisors to elevate practices.
• Foster a high-performance culture and contribute to firm growth.
• Maintain your own client work while growing the overall practice.
• Shape the future growth and direction of the firm.

Skills

Client development

Leadership

Mentoring

Business development

Strategic leadership

Education

Life and Health Insurance License

FINRA Series 6/7 & 63/66 (preferred)

Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aproven financial advisorfor a strategicManaging 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 onbuilding and leading a team of experienced financial advisorswho 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.

• 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

• 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