Managing Director

WealthBridge Financial Group; Sergeant Bluff (IA); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Health coverage

401(k) with company match

Life and disability insurance

Employee wellness programs

Career growth and training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team, growing the practice, and serving high-net-worth clients.

You'll recruit and mentor, shape growth strategy, and leverage the firm's 175-year history and brand strength while maintaining autonomy to grow your practice.

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 interest in mentoring and high-performing teams.
• Business-driven mindset with a long-term growth vision.
• Authorized to work in the United States.
• Health coverage including medical, dental, and vision for dependents.
• 401(k) retirement plan with company match.
• 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 and mentor fellow advisors.
• Foster a high-performance culture and drive growth.
• Continue personal client work while shaping firm strategy.
• Shape the future growth of the firm.

Skills

Leadership

Mentoring

Strategic thinking

Team building

Business development

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