Managing Director: Lead High-Impact Wealth Team

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

Benefits offered by this job

Top-tier health coverage

401(k) matching plan

Life and disability insurance

Wellness programs

Training and career growth

Job summary

WealthBridge Financial Group in Ankeny, IA is seeking a Managing Director who will lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop a high-performing culture and help shape the firm's growth trajectory.

You'll leverage the firm's history and support to expand your practice and guide a leadership style aligned with your vision, joining a firm with a strong brand in the financial services industry.

Qualifications

• 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 available if not held).
• Demonstrated success in client development, planning, and relationship management.
• Leadership ability with mentoring and building high-performing teams.
• Must be authorized to work in the United States.

Responsibilities

• Build and lead a team of experienced financial advisors while maintaining your own client practice.
• Recruit, mentor, and develop high-performing advisors.
• Foster a high-performance culture and strategic growth for the firm.

Skills

Client development

Mentoring

Leadership

Strategic planning

Education

Active Life and Health License

Job description

WealthBridge Financial Group in Ankeny, IA is seeking a Managing Director who will lead a team of experienced financial advisors while continuing your own client work. You will recruit, mentor, and develop a high-performing culture and help shape the firm's growth trajectory.

You'll leverage the firm's history and support to expand your practice and guide a leadership style aligned with your vision, joining a firm with a strong brand in the financial services industry.