Managing Director

WealthBridge Financial Group

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

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Managing Director in Waukee, IA vacancy

Construction and Development Services Project Coordinator
...aligned. Qualifications: ~ AA degree in Business, or related field or equivalent commensurate experience. ~2+ years of project management support or high-level administrative experience preferably in a construction, real estate or business development office. ~...
Suggested
Work at office
WesleyLife
Johnston, IA
13 days ago
Accounting Manager
$80k - $95k
...Job Type Full-time Description Accounting Manager Salary: $80,000 - $95,000, per year. About the Role Lead accounting and financial reporting for the assigned branch, ensuring accurate, timely results and strong internal controls. The Accounting...
Suggested
Full time
Ryan Lawn & Tree
Waukee, IA
3 days ago
Chief Clinical Officer (CCO) - MercyOne
$25 per hour
...direction for the Patient Safety, Clinical Services and Care Management programs across the acute care and ambulatory environment. Serves... ...Officers and Chief Nursing Officers and other ministry level directors. MercyOneHeadquartered in Des Moine, Iowa, MercyOne is a...
Suggested
Local area
Trinity Health
Clive, IA
5 days ago
Marketing Director
$50k - $65k
.... Learn quickly. Apply immediately. ROLE The Marketing Director is responsible for leading Premiere Dance Project’s marketing strategy... ...execution. The Marketing Director is expected to independently manage Meta Ads, evaluate performance, identify opportunities, test...
Suggested
Full time
Local area
Immediate start
Premiere Dance Project
Waukee, IA
15 hours ago
Sales Representatives, Regional Sales Managers, Sales VP’s, and / or National Account Managers
$5,000 per week
The Model (Why Top Sales Professionals Join Us) At GHA Technologies, you don’t just close deals—you: ✅ Prospect and win new accounts ✅ Keep and grow those accounts for years ✅ Build a recurring, compounding income stream This starts as a hunting role Then...
Suggested
Full time
Currently hiring
Day shift
GHA Technologies, Inc
Waukee, IA
4 days ago
Chief Financial Officer
...strategies to support business objectives Oversee financial planning, reporting, and analysis to ensure accuracy and compliance Manage relationships with stakeholders, investors, and financial partners Lead the finance team to optimize operational efficiency and...
Monday to Friday
The Palmer Group
Johnston, IA
3 days ago
Vice President, Finance and Chief Financial Officer
...and operating and capital budget development, monitoring and management. Provides support other market and ministry executives within... ...minimum of five years’ experience as CFO, controller or finance director in a hospital setting or complex service organization is required...
Contract work
Local area
Trinity Health
Clive, IA
2 days ago
Finance Director
...Farnsworth Group is seeking a Finance Director to join our team. In this role, the Finance Director provides strategic financial leadership and oversees all aspects of financial management, planning, analysis, and reporting for the organization. This role partners closely...
Full time
Temporary work
Work at office
Flexible hours
Farnsworth Group
Waukee, IA
1 day ago
Director of Rehab
$30.13 - $43.99 per hour
...Director Of Rehabilitation At Powerback, we're on a mission to improve lives. As the leader in physical, occupational, speech, and... ...the general public Must possess the ability to effectively manage/motivate staff. Posted Salary Range USD $30.13 - USD $43.9...
Full time
Part time
H1b
Visa sponsorship
Relocation package
Powerback Rehab
Waukee, IA
1 day ago
Director of Rehab
$30.13 - $43.99 per hour
...professional development program. Responsibilities As a Director of Rehabilitation, you are leading a team of compassionate clinicians... ...the general public # Must possess the ability to effectively manage/motivate staff. Posted Salary Range USD $30.13 - USD $4...
Full time
Part time
H1b
Visa sponsorship
Relocation package
Genesis Healthcare Services
Waukee, IA
15 hours ago
Client Account Manager
$45k - $90k
...Job Title :Client Account Manager Location : Clive, IA Job Type : Full-Time | In-Person | Client-Facing About the Role : MCL Talent Partners is hiring on behalf of a client in Clive for Client Account Managers to oversee client relationships and support...
Full time
Local area
Monday to Friday
Night shift
Weekend work
MCL Talent Partners
Waukee, IA
16 days ago
AVP, Enterprise Chief Architect
$160.45k - $267.42k
...values.• Drive and reinforce commitment to internal controls processes such as those under Model Audit Rule and Record Information Management.• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and...
Work experience placement
Work at office
Sammons Financial
West Des Moines, IA
2 days ago
HR Coordinator
...integral to the smooth functioning of HR operations, focusing on administrative support, recruitment assistance, and employee data management. You will work closely with the HR team to ensure efficient processes and a positive experience for all employees within this...
Work at office
Placements24
Waukee, IA
2 days ago
HR Generalist
...positive and productive work environment for employees in Paarl. Key Responsibilities Provide comprehensive HR support to employees and management on various HR matters. Manage employee onboarding and offboarding processes, ensuring all documentation is accurate and complete....
Placements24
Waukee, IA
2 days ago
HR Officer
...player with strong organizational skills and a good understanding of HR principles and South African labor law, contributing to a well-managed and supportive workplace. Key Responsibilities Coordinate the recruitment process, including advertising vacancies, screening CVs,...
Work at office
Placements24
Waukee, IA
2 days ago
Vice President of Product Management
...Job Summary The VP, Product Management is responsible for setting and executing the strategic vision for Outcomes' product portfolio. This leadership role drives product innovation, market expansion, and clinical program strategy while ensuring alignment with corporate...
Full time
Outcomes®
West Des Moines, IA
3 days ago
Senior Financial Project Manager
Software Guidance & Assistance, Inc., (SGA), is searching for a Senior Financial Project Manager for a CONTRACT assignment with one of our premier Financial/Insurance clients in Urbandale, Iowa (Hybrid) . Reporting to the Project Lead, the Sr. Project Manager is...
Contract work
Local area
Software Guidance & Assistance, Inc. (SGA, Inc.)
Urbandale, IA
3 days ago
Project Manager (Finance)
...Title: Sr. Project Manager (Finance) Location: Urbandale, IA (Hybrid) Hours: Flexible Remote or Onsite: Hybrid (Mon-Wed), Flexible Education: Bachelor's degree Experience: 5 years' experience Job Details :Reporting to the Project Lead, the Sr....
Local area
Remote work
Flexible hours
Jobility Talent Solutions
Urbandale, IA
3 days ago
Accounting Operations Supervisor
...professionals to deliver accurate, timely, and controlled transaction processing and accounting support. This role sets clear expectations, manages weekly execution, and drives impactful process improvements that strengthen performance and the control environment. Key...
Full time
HireTalent
Urbandale, IA
4 days ago
VP Actuarial Modeling
...Communicate production status, issues, and capacity constraints clearly to senior leadership.Leadership & Talent DevelopmentLead and manage a team of analysts and actuaries, building a culture of operational excellence and accountability.Build cross-functional...
Full time
Local area
Athene
West Des Moines, IA
1 day ago
Employee Benefits Account Manager
$55k - $72k
...living out a values-driven team culture? North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. We provide expertise in Commercial Lines, Employee & Individual Benefits, Personal Lines, Surety...
Full time
Temporary work
Live out
Work at office
Flexible hours
Weekend work
Afternoon shift
North Risk Partners
West Des Moines, IA
4 days ago
Accounting Operations Manager
...of AmericaEmployment type: RegularCategory: FinanceIndustry: Real EstateSalary: 120000Posted: 2026-09-25 The Accounting Operations Manager leads a team of professionals across levels to deliver near-term operational plans and results. This role provides leadership over...
Temporary work
Work at office
Local area
Immediate start
Remote work
Flexible hours
2 days per week
3 days per week
1 day per week
Marsh & McLennan Companies
Urbandale, IA
15 hours ago
Sales Representatives, Regional Sales Managers, Sales VP's, and / or National Account Managers
$5,000 per week
Job Description The Model (Why Top Sales Professionals Join Us) \n \n At GHA Technologies, you don’t just close deals—you: \n ✅ Prospect and win new accounts \n ✅ Keep and grow those accounts for years \n ✅ Build a recurring, compounding income stream ...
Currently hiring
Day shift
GHA Technologies, Inc
Waukee, IA
16 days ago
Human Resource Business Partner
...Job Summary: The HR Business Partner serves as an experienced HR partner supporting leaders by independently managing moderately complex employee relations matters and performance management activities. This role explores people trends within assigned divisions to inform...
Full time
Work at office
Local area
Wright Service Corp.
West Des Moines, IA
15 hours ago
Marketing Manager
About the Role Our client is seeking a strategic and creative Marketing Manager to lead their marketing efforts in Paarl . This role is pivotal in developing and executing comprehensive marketing strategies that enhance brand visibility, drive engagement, and support fundraising...
Work at office
Remote work
Flexible hours
Placements24
Waukee, IA
2 days ago
Talent Acquisition Business Partner
$80k - $120k
...built on relationships, not job postings. The Role As a Talent Acquisition Business Partner, you’ll partner directly with hiring managers and business leaders to recruit talent across HR Green’s multidisciplinary engineering practices, including Water and Wastewater,...
Work experience placement
Work at office
Local area
Immediate start
Remote work
Flexible hours
HR Green
Johnston, IA
7 days ago
Business Development Director
...Business Development Director Hubbell Realty Company is a dynamic general contractor closely affiliated with a prominent real estate... ...firm. Our approach blends the expertise of construction management with the strategic vision of developers, ensuring that every project...
For contractors
Work at office
Local area
Night shift
Hubbell Realty
West Des Moines, IA
15 hours ago
Executive Director
...Executive Director About the Company Prominent board of regents overseeing public higher education institutions Industry Higher... ...and highly visible environment are essential. Hiring Manager Title Chief Executive Officer (CEO) Functions CEO/President...
Confidential
Urbandale, IA
4 days ago
Loan Underwriter
...origination systems and related financial software. Excellent analytical skills with a keen eye for detail and accuracy. Ability to manage a high volume of applications efficiently while adhering to strict deadlines. Benefits Competitive salary commensurate with...
Placements24
Waukee, IA
1 day ago
MFH Loan Specialist
$29.17 - $34.11 per hour
...titles and collateral documents on paid loans. # Complies with all credit union policies, procedures, and regulatory guidelines. # Manages special request and projects as directed by department manager. # Completes all credit union training including all assigned...
Hourly pay
Work at office
GreenState Credit Union
Clive, IA
18 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Managing Director. Be the first to apply!