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 2 days ago

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

Employee Benefits Captive Executive
Employee Benefits Captive Executive page is loaded## Employee Benefits Captive Executivelocations: Waukee - Remotetime type: Full timeposted on: Posted 4 Days Agojob requisition id: R0000638**Job Description:**Are you an experienced **Employee Benefits**As a Captive Executive...
Suggested
Base plus commission
Full time
Work experience placement
Yourcaptive
Waukee, IA
2 days ago
Property Casualty Captive Executive
...Captive Executive Are you an experienced property and casualty sales professional with a passion for innovative risk management solutions? Do you thrive in dynamic environments where your expertise can shape the future of financial strategies? If so, we have an exciting...
Suggested
Base plus commission
Work experience placement
Innovative Captive Strategies
Waukee, IA
4 days ago
Remote Benefits Captive Executive - Growth & Partners
A leading insurance solutions provider seeks a Captive Executive to drive revenue growth by developing new client relationships and providing consulting for existing clients. The role demands strong sales abilities, a client-focused approach, and a minimum of 2 years' experience...
Suggested
Full time
Remote work
Yourcaptive
Waukee, IA
2 days ago
Chief Operating Officer
...closely with the President & CEO, Executive Circle, Board of Directors, and operational leaders to strengthen performance, scale best... ...thoughtful succession strategy. Quality, Compliance, and Risk Management Ensure operations meet or exceed applicable local, state, and...
Suggested
Full time
Work at office
Local area
Work from home
Relocation
WesleyLife
Johnston, IA
1 day ago
Executive Director
...and visitors are all a part of that experience. The Executive Director is responsible for the overall experience while maintaining the... ...in the community. Supports in hiring, training, performance management and separations, when necessary. Establishes, builds and maintains...
Suggested
Work at office
StoryPoint
Waukee, IA
1 day ago
Executive Director Strategic Comms and Public Relations
OverviewThe Executive Director of Strategic Communications and Public Relations is a transformational enterprise leadership role responsible... ...relations, media relations, crisis communications, and issues management strategies that strengthen organizational reputation and...
Daily paid
Full time
Temporary work
Monday to Friday
Shift work
UnityPoint Health
West Des Moines, IA
23 hours 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...
Local area
Trinity Health
Clive, IA
1 day ago
2027 COO Global Operations Summer Internship - Early Careers
$34.62 per hour
...gain meaningful work experience while growing your expertise. At Wells Fargo, we are committed to a strong business infrastructure to manage and transform the business and provide a valuable client experience. Global Operations in the Chief Operating Office is...
Rotational program
Full time
Work experience placement
Summer work
Internship
Summer internship
Work at office
Wells Fargo
West Des Moines, IA
1 day ago
Client Account Manager - Entry Level
$45k - $90k
...Job Title :Client Account Manager (Entry Level) 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...
Full time
Local area
Monday to Friday
Night shift
Weekend work
MCL Talent Partners
Waukee, IA
17 days ago
Chief Financial Officer
...leadership teams Support clients with financial strategy, scalability, and operational improvements Partner with the finance manager to ensure accuracy and completeness of financial work Maintain high standards for reporting accuracy, timeliness, and compliance...
The Palmer Group
West Des Moines, IA
2 days ago
Human Resources and Compliance Manager
...Job Description Job Description The Human Resources & Compliance Manager will focus on oversight, compliance, strategy, and process improvement of the company's Human Resources and Recruitment initiatives while overseeing and coaching the Human Resources and Recruitment...
Temporary work
For contractors
H1b
Local area
ePATHUSA Inc
Clive, IA
a month ago
Chief Operating Officer, Senior Living & Health Services
WesleyLife in Johnston, IA, is seeking a Chief Operating Officer to translate mission and strategy into exceptional operational performance across WesleyLife’s Communities for Healthy Living, home- and community-based services, and enterprise standards. Reporting to...
Work from home
Jobleads-US
Johnston, IA
23 hours ago
Chief Financial Officer (Full-Time)
...How You’ll Make an Impact ~Executive Leadership - Partner with the CEO, Board, and Executive Team on financial planning, risk management, and organizational alignment.Develop and implement financial strategies that support mission, vision, and long-term sustainability...
Full time
Flexible hours
ChildServe
Johnston, IA
more than 2 months ago
Finance Director
...Farnsworth Group is seeking a Finance Director in the posting locations below. 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...
Temporary work
Work at office
Immediate start
Flexible hours
Farnsworth Group
Waukee, IA
2 days ago
Recruitment Lead
...grows Demonstrate good knowledge of a variety of technology concepts, practices, and procedures Engage and influence hiring managers and candidates and build relationships Utilize applicant tracking system (Zoho) and other technologies for optimum efficiency...
Contract work
Temporary work
Work at office
ePATHUSA Inc
Clive, IA
13 days ago
Store Human Resources Coordinator
...promptly assisting Team Members with work related needs and concerns, and support in the areas of time keeping, benefits, and records management. Job duties: Collaborate with the Senior Human Resources & Training Manager and store management to coordinate a wide...
Full time
Work experience placement
Summer holiday
Work at office
Local area
Fleet Farm Careers
Waukee, IA
23 hours ago
Director of People and Culture
DescriptionShape a Workplace Where People ThriveWe're seeking a strategic, people-focused leader to elevate the employee experience and help shape the future of a growing professional services firm.This is a unique opportunity to build upon an already outstanding culture...
Internship
Robert Half
West Des Moines, IA
3 days ago
Account Executive
Job Description Are you an experienced Employee Benefits sales professional with a passion for innovative employee benefit plan solutions? Do you thrive in dynamic environments where your expertise can shape the future of financial strategies? If so, we have an exciting...
Base plus commission
Work experience placement
Holmes Murphy
Waukee, IA
4 days ago
Executive Director
...Meadowview of Clive, a Cassia community, is hiring an Executive Director, LALD to deliver quality and compassionate care to our... ...mission-driven leader with prior senior housing or assisted living management experience. The successful candidate will preferably have at least...
Full time
Cassia
Clive, IA
4 days ago
Land Survey - Crew Chief
...leader of a field survey crew team and report to the Land Survey Director. This will include reviewing project scope to determine needs... ...~ Mechanical/math aptitude ~ Strong communication and time-management skills ~ Valid driver’s license and insured ~ Prior...
Full time
For contractors
Abaci Consulting, Inc.
Grimes, IA
a month ago
VP, Valuation Management
$95k - $110k
...act local - come join our team!This role will be responsible for managing the quarterly commercial valuation management process for... ...and cash flows. Vice Presidents will work closely with Senior Director’s in completing these processes.Essential Job Functions:Efficiently...
Full time
Work at office
Local area
The Situs Companies
West Des Moines, IA
4 days ago
Vice President, Advocacy and Government Relations - MercyOne
...while serving as a trusted advisor to senior leadership.The Vice President Advocacy & Government Relations will develop, implement, manage, adjust, and report on the advocacy plan. Plan will include state and federal priorities for legislative and regulatory advocacy,...
Work at office
Local area
Trinity Health
Clive, IA
3 days ago
Vice President Human Resources
...through innovative people strategies. This role leads the design and execution of enterprise-wide HR initiatives that align talent management, workforce planning, and organizational development with evolving business priorities. The VP HR champions a culture of...
Local area
Continental Western Group
Urbandale, IA
4 days ago
VP FP&A
...models, ensuring accurate, scalable, and insightful financial forecasting across the organization.Partner across Investments, Asset Management, Actuarial, Treasury, Accounting, Tax, Capital Management, Risk, and Technology to align financial assumptions and deliver...
Full time
Local area
Athene
West Des Moines, IA
1 day ago
Operations Supervisor
...necessary. Ensures overall compliance with Company policies and/or processes. Escalates violations of policy and procedures with General Manager and/or Corporate personnel. Oversees compliance with state and district regulations. Attends meetings with School District...
Work experience placement
Local area
Durham School Services
Waukee, IA
23 hours ago
Youth Sports Director of Development Expansion
...sports should be. What does your company do? Job Summary The Program Director works alongside the franchise owner (Area Developer) to Help Kids Succeed in Life Through Sports! The Program Director manages the day-to-day operation of the local sports franchise including...
Part time
Local area
Flexible hours
Night shift
i9 Sports - Mackey
Waukee, IA
4 days ago
Operations Supervisor
...necessary. Ensure overall compliance with Company policies and/or processes. Escalate violations of policy and procedures with General Manager and/or Corporate personnel. Oversees compliance with state and district regulations Attends meetings with School District...
Local area
National Express LLC
Waukee, IA
4 days ago
Employee Benefits Account Manager - Large Group
$65k - $110k
...Description Are you a detail-oriented problem solver who thrives on building strong client relationships? TrueNorth is seeking an Account Manager to join our Employee Benefits team in either Cedar Rapids, IA, or Des Moines, IA. TrueNorth uses our core values of Exceptionalism...
Full time
Work at office
Local area
Flexible hours
TrueNorth Companies
West Des Moines, IA
3 days ago
Agency Sales Manager
...Description Agency Sales Manager | Waukee, IA As a member of the Comparion Insurance Agency, you will lead a team of Insurance Sales Agents in a high-impact, high-visibility role. Your primary focus will be meeting the needs of our customers, enhancing the sales...
Local area
Comparion Insurance Agency
Waukee, IA
3 days ago
Human Resources Director
...DirectorRight at Home Des Moines is seeking a Human Resources Director to provide strategic and operational leadership for the organization... ...serves as a trusted advisor to executive leadership and managers while providing leadership across talent acquisition, employee...
Temporary work
Local area
Right at Home Des Moines
West Des Moines, IA
3 days ago

Do you want to receive more vacancies?

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