Managing Director (Des Moines Metro)

WealthBridge Financial Group; Altoona (IA); Vor Ort; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Top-tier health coverage

401(k) retirement plan with company-mt

Life and disability insurance

Wellness programs

Zusammenfassung

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisor track record to lead and grow a high-performing team while continuing your own client practice.

As MD, you will recruit, mentor, and develop advisors, foster a culture of excellence, and help shape the firm's strategic growth—backed by our history and brand strength.

Qualifikationen

• 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

Aufgaben

• Build and lead a team of experienced financial advisors
• Recruit and mentor advisors
• Foster high-performance culture and growth
• Maintain personal client work while expanding leadership responsibilities

Kenntnisse

Client development

Relationship management

Leadership & mentoring

Strategic growth mindset

Team building

Tools

FINRA licenses 6/7/63/66

Jobbeschreibung

Managing Director | WealthBridge

WealthBridge Financial Group is seeking a

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