Managing Director

Wealthbridge-Financial-Group; Crescent (IA); On-site; USD 180,000 - 350,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Life and disability insurance

Wellness programs

Job summary

WealthBridge Financial Group is seeking a Managing Director to lead and expand a high-caliber team of financial advisors. You will continue delivering client work while recruiting, mentoring, and shaping the firm’s growth strategy.

The role blends personal practice leadership with team development and a long-term vision for firm success. You will guide and empower advisors, maintain strong client relationships, and foster a culture of excellence across the practice, supported by a legacy of

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 available).
• 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 growth vision.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors; develop a high-performance culture.
• Continue your own client work while growing the practice and future leadership.

Skills

Leadership

Team building

Business development

Relationship management

Mentoring

Work authorization (US)

Tools

FINRA licenses

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