Regional Vice President

WealthBridge Financial Group

Saltillo (MS)

On-site

MXN 1,500,000 - 2,100,000

Full time

14 days+
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
401(k) with company match
Life and disability insurance
Wellness programs
Training opportunities

Job summary

WealthBridge Financial Group seeks a dynamic Regional Vice President to guide Managing Directors across the region, driving growth, advisor development, and market expansion. The role requires proven leadership, strategic execution, and a focus on building a scalable regional model.

The ideal candidate will recruit and mentor high-performing teams, align regional objectives with firm-wide priorities, and deliver measurable results through effective wealth planning and compliance practices.

Qualifications

  • Proven experience as a senior leader in financial services.
  • Experience leading advisor teams.
  • Strong recruiting and mentoring skills.
  • Strategic thinker capable of turning vision into action.
  • Solid understanding of compliance and wealth planning.

Responsibilities

  • Provide senior leadership to Managing Directors in the region.
  • Drive growth and expand firm’s market presence.
  • Recruit top talent and mentor leaders.
  • Elevate advisor performance.
  • Collaborate with executive leadership to align regional goals.

Skills

Leadership
Strategic thinking
Talent recruitment
Coaching & mentoring
Wealth management
Compliance knowledge
Financial planning

Job description

WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as theRegional Vice President (RVP). In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. This role is critical to the execution of WealthBridge’s regional growth strategy and plays a key role in shaping the future of our organization.

The RVP will collaborate closely with executive leadership to align regional objectives with firmwide priorities. By focusing on recruiting top talent, mentoring leaders, and elevating advisor performance, the RVP will build a sustainable and scalable business model in the market. This is a unique opportunity for a growth-minded professional to make a lasting impact through strategic leadership, relationship development, and a commitment to excellence in financial planning.

  • Proven experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role.
  • Prior success as a financial advisor or in leading advisor teams.
  • Demonstrated ability to recruit, coach, and lead high-performing professionals.
  • Strategic thinker with the ability to translate vision into action.
  • Strong understanding of compliance, financial planning, and wealth management practices.
  • 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
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