Full-Time
Regional Vice President
WealthBridge Financial Group
Financial planning and insurance
No salary listed
Bozeman, MT, USA
Hybrid
 Business & Strategy (1) |
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- Demonstrated ability to recruit, coach, and lead high-performing professionals.
- Ability to translate vision into action through strategic thinking.
- Strong understanding of compliance, financial planning, and wealth management practices.
- Provide senior leadership and direction to Managing Directors throughout the region.
- Drive regional growth, enhance advisor development, and expand the firm's market presence.
- Collaborate with executive leadership to align regional objectives with firmwide priorities.
- Recruit top talent, mentor leaders, and elevate advisor performance.
- Build a sustainable and scalable business model through strategic leadership and relationship development.
- Prior success as a financial advisor or in leading advisor teams.
- Proven experience as a senior leader in the financial services industry, preferably in a regional or multi-office leadership role.
WealthBridge Financial Group is a financial services firm providing planning, wealth, and insurance guidance. The firm supports investment planning, retirement strategies, estate considerations, business planning, insurance, and financial-professional development. It serves individuals, families, business owners, institutions, and financial professionals. Its operating model centers on advisory and insurance teams supported by planning specialists, compliance, operations, marketing, and affiliated financial platforms. Teams work across financial planning, insurance, investments, advisory services, compliance, marketing, and client support. This structure supports consistent delivery across the organization.
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