Managing Director (Des Moines Metro)

WealthBridge Financial Group

Grimes (IA)

On-site

USD 200,000 - 450,000

Full time

2 days ago
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Benefits offered by this job

Health coverage
401(k) matching
Life insurance
Disability insurance
Wellness programs
Training & growth

Job summary

WealthBridge Financial Group seeks a Managing Director to lead and expand a growing team of financial advisors in the United States. You will continue serving clients while recruiting and mentoring other advisors, fostering a high-performance culture and shaping the firm’s future growth.

This leadership role emphasizes strategic development and client-focused execution. The position leverages the firm’s deep brand, infrastructure, and 175 years of history to empower you to grow your practice and

Qualifications

  • 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 if not held).
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership ability with mentoring and building high-performing teams.
  • Business mindset with long-term growth vision.
  • Authorized to work in the United States.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Continue your own client work while recruiting and mentoring fellow advisors.
  • Foster a high-performance culture and shape future growth of the firm.

Skills

Leadership
Client development
Mentoring
Strategic growth
Team leadership

Job description

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
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