Managing Director - Lead a High-Impact Advisory Team

WealthBridge Financial Group; Lisbon (IA); On-site; USD 180,000 - 250,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Life and disability insurance

Wellness programs

Career training

Job summary

WealthBridge Financial Group is seeking a proven financial advisor to step into a strategic Managing Director role. You will continue your client work while building and leading a team of experienced advisors to elevate practices.

You will recruit, mentor, and foster a high-performance culture, shaping the firm's growth and leveraging the firm's 175-year history, brand strength, and infrastructure to empower your leadership vision.

Qualifications

• Active Life and Health License required.
• Minimum of 3 years of experience in financial services with a growing personal practice.
• 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.
• Continue your own client work while shaping the firm's growth strategy.

Skills

Financial guidance

Team leadership

Business development

Mentoring

Education

FINRA Series 6/7 and 63/66 licenses

Job description

WealthBridge Financial Group is seeking a proven financial advisor to step into a strategic Managing Director role. You will continue your client work while building and leading a team of experienced advisors to elevate practices.

You will recruit, mentor, and foster a high-performance culture, shaping the firm's growth and leveraging the firm's 175-year history, brand strength, and infrastructure to empower your leadership vision.