Managing Director (Des Moines Metro)

WealthBridge Financial Group; Urbandale (IA); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with companyA0

Life and disability insurance

Wellness programs

Career training

Job summary

WealthBridge Financial Group is seeking a Managing Director with a proven financial advisory background. The role emphasizes building and leading a team of experienced advisors while continuing personal client work.

You will recruit, mentor, and foster a high‑performance culture, shaping the firm's future growth with the support of a long‑standing brand and infrastructure. Authorization to work in the United States is required.

Qualifications

• Minimum 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).

Responsibilities

• Lead and build a team of experienced financial advisors, fostering a high‑performing culture.
• Continue personal client work while recruiting and mentoring new advisors.
• Shape future growth of the firm through leadership and strategic planning.

Skills

Client development

Leadership

Mentoring

Team building

Strategic growth

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