Regional Vice President

WealthBridge Financial Group

Four Corners (MT)

On-site

USD 180,000 - 240,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) matching
Life & disability insurance
Wellness programs
Career growth & training

Job summary

WealthBridge Financial Group seeks a dynamic Regional Vice President to provide senior leadership to Managing Directors across the region and drive growth for the firm.

The RVP will expand the firm's presence, elevate advisor development, and recruit and coach high-performing professionals while ensuring compliance and robust wealth management practices.

Qualifications

  • Experience leading regional or multi-office teams in financial services.
  • Proven track record as advisor or team leader.
  • Ability to recruit, coach and develop high-performing professionals.
  • Strategic thinker who can translate vision into action.
  • Strong understanding of compliance, financial planning and wealth management.

Responsibilities

  • Drive growth across the region and expand firm presence.
  • Enhance advisor development and recruitment initiatives.
  • Provide senior leadership guidance to Managing Directors.

Skills

Senior leadership
People management
Strategic thinking
Recruitment
Coaching
Compliance knowledge
Financial planning
Wealth management

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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