Regional Vice President

WealthBridge Financial Group

Big Sky (MT)

On-site

USD 160,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) with company match
Life & disability insurance
Wellness programs
Career growth & training

Job summary

WealthBridge Financial Group seeks a dynamic Regional Vice President (RVP) to provide strategic direction to Managing Directors across the region. The RVP will shape growth initiatives and elevate advisor development, helping the firm broaden its footprint in the market.

In this leadership role, you will recruit and coach teams, ensure regulatory compliance, and align the region with the firm's long‑term strategy.

Qualifications

  • Proven experience as a senior leader in financial services.
  • Experience leading advisor teams and recruiting top performers.
  • Strategic thinker who turns vision into action.
  • Strong knowledge of compliance, financial planning, and wealth management.

Responsibilities

  • Provide senior leadership to Managing Directors across the region.
  • Drive growth, expand market presence, and develop advisors.
  • Recruit, coach, and retain high‑performing professionals.

Skills

Strategic leadership
People management
Business development
Sales leadership
Compliance & risk awareness

Job description

WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional 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.

Requirements
  • 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
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
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