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WealthBridge Financial Group

Plans wealth and insurance strategies for families

Regional Vice President

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeJackson, MS, USA$150k - $225kHybrid

About the Job

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.
  • Strong understanding of compliance, financial planning, and wealth management practices.

Responsibilities

  • Provide senior leadership and direction to Managing Directors throughout the region.
  • Drive growth, enhance advisor development, and expand the firm's presence in the market.
  • Execute the firm's regional growth strategy.
  • Collaborate with executive leadership to align regional objectives with firmwide priorities.
  • Recruit top talent, mentor leaders, and elevate advisor performance.

Desired Qualifications

  • Strategic thinking and the ability to translate vision into action.

About the Company

WealthBridge Financial Group

Plans wealth and insurance strategies for families

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
Not listed

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