Managing Director

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

Overview

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position 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.

Responsibilities

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.

• 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