Managing Director

WealthBridge Financial Group; Des Moines (IA); On-site; USD 100,000 - 150,000; 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 seeking a proven financial advisor for a Managing Director role in Des Moines, Iowa. In this leadership position, you will build and lead a team of experienced financial advisors, focusing on personal client work as well as mentoring. With over 175 years of firm history, you'll benefit from strong support while maintaining autonomy. Key requirements include a minimum of 3 years' experience and valid licenses. Top-tier benefits include health coverage, a 401(k) plan, and career growth opportunities.

Qualifications

• Minimum of 3 years of experience in financial services.
• Active Life and Health License is required.
• FINRA Series 6/7 and 63/66 licenses preferred.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors while continuing client work.
• Foster a high-performance culture for the firm's growth.

Skills

Client development

Mentoring

Leadership

Relationship management

Job description

Overview

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

Responsibilities

• Build and lead a team of experienced financial advisors who are looking to elevate their practices
• Recruit and mentor fellow advisors, while continuing your own client work
• Foster a high-performance culture and help shape the firm’s future growth

Requirements

• 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