Regional VP, Growth & Advisor Leadership

WealthBridge Financial Group

Bozeman (MT)

On-site

USD 180,000 - 280,000

Full time

14 days+
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Benefits offered by this job

Health insurance
401(k) with company match
Life and disability insurance
Employee wellness programs
Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dynamic Regional Vice President (RVP) to provide senior leadership and direction to Managing Directors across the region, driving growth and elevating advisor performance.

The RVP will collaborate with executive leadership to align regional objectives with firmwide priorities, recruit top talent, mentor leaders, and build a scalable business in Bozeman and surrounding markets, delivering long-term value for clients and the firm.

Qualifications

  • 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.

Responsibilities

  • Provide senior leadership and direction to Managing Directors across the region.
  • Drive growth and expand the firm’s presence in the market.
  • Elevate advisor development and performance through coaching and mentorship.
  • Collaborate with executive leadership to align regional objectives with firmwide priorities.
  • Recruit top talent and build a scalable, sustainable business model for Bozeman and surrounding markets.

Skills

Senior leadership
Talent recruitment
Mentoring leaders
Strategic thinking
Compliance & wealth management

Job description

WealthBridge Financial Group is seeking a dynamic Regional Vice President (RVP) to provide senior leadership and direction to Managing Directors across the region, driving growth and elevating advisor performance.

The RVP will collaborate with executive leadership to align regional objectives with firmwide priorities, recruit top talent, mentor leaders, and build a scalable business in Bozeman and surrounding markets, delivering long-term value for clients and the firm.

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