Managing Director

WealthBridge Financial Group; Marion (IA); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Health coverage

401(k) retirement plan with company

Life and disability insurance

Employee wellness programs

Job summary

WealthBridge Financial Group in Iowa seeks a Managing Director to lead a seasoned team of financial advisors while continuing to manage your own client practice. You will recruit, mentor, and develop advisors, foster a high-performance culture, and help shape the future growth of the firm.

With the firm's deep history and support infrastructure, you will expand services and client relationships, building leadership capability and guiding strategic initiatives to sustain long-term success for

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.

Responsibilities

• Lead a team of experienced financial advisors and elevate their practices.
• Continue your own client work while growing the firm’s client base.
• Recruit and mentor fellow advisors and cultivate a high-performance culture.
• Help shape the future growth and strategic direction of WealthBridge Financial Group.
• Foster professional development and ongoing training for the advisory team.

Skills

Leadership

Team Building

Business Development

Client Relationship Management

Mentoring

Strategic Planning

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses 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