Wealth Growth Leader: Build & Mentor Advisors

WealthBridge Financial Group; Waverly (IA); On-site; USD 150,000 - 350,000; Full time

Benefits offered by this job

Top-tier health coverage including med

401(k) retirement plan with company  

Life and disability insurance

Employee wellness programs

Career growth opportunities and培训

Job summary

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work in the Iowa region.

With a firm history spanning over 175 years, you will recruit, mentor, and shape growth, fostering a high-performance culture. This leadership role offers the freedom to grow your practice and implement your vision.

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).
• 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.

Responsibilities

• Lead and develop a team of experienced financial advisors.
• Recruit, mentor, and foster a high-performance culture.
• Grow the firm's practice while expanding personal client base.
• Shape future growth strategy with vision and leadership.

Skills

Financial advisory

Client development

Leadership

Mentoring

Team building

Job description

WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director role. This position focuses on leading a team of experienced advisors while continuing your own client work in the Iowa region.

With a firm history spanning over 175 years, you will recruit, mentor, and shape growth, fostering a high-performance culture. This leadership role offers the freedom to grow your practice and implement your vision.