Managing Director

WealthBridge Financial Group; Urbandale (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 in Urbandale, IA, seeks a proven financial advisor for the Managing Director role. This position emphasizes leadership by building and leading an advisor team while continuing personal client work.

The ideal candidate should have at least 3 years of experience in financial services and hold active life and health licenses. The company offers top-tier benefits including health coverage and 401(k) retirement plans.

Qualifications

• Minimum of 3 years of experience in financial services with a growing personal practice.
• Demonstrated success in client development, planning, and relationship management.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors.
• Recruit and mentor fellow advisors and foster a high-performance culture.
• Shape the future growth of the firm while continuing client work.

Skills

Client development

Relationship management

Leadership ability

Education

Active Life and Health License

FINRA Series 6/7 and 63/66 licenses

Job description

Managing Director | WealthBridge

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

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