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WealthBridge Financial Group

Plans wealth and insurance strategies for families

Managing Director

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeCedar Rapids, IA, USA$125k - $175kHybrid

About the Job

Requirements

  • A minimum of 3 years of experience in financial services with a growing personal practice.
  • An active Life and Health License is required.
  • Demonstrated success in client development, planning, and relationship management.
  • Leadership ability and a strong interest in mentoring and building high-performing teams.
  • A business-driven mindset with a long-term vision for growth.
  • Must be authorized to work in the United States.

Responsibilities

  • Build and lead a team of experienced financial advisors.
  • Continue personal client work.
  • Recruit and mentor fellow advisors.
  • Foster a high-performance culture.
  • Help shape the future growth of the firm.

Desired Qualifications

  • FINRA Series 6/7 and 63/66 licenses are preferred.

About the Company

WealthBridge Financial Group

Plans wealth and insurance strategies for families

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
Not listed

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