Regional Vice President

WealthBridge Financial Group

• $120K — $150K *
Bozeman, MT 59715In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Proven experience in a senior leadership role within financial services, ideally overseeing multiple offices.
  • History of success as a financial advisor or in managing advisory teams.
  • Ability to recruit, mentor, and develop high-performing talent.
  • Strategic mindset with a focus on executing organizational vision.
  • Solid grounding in compliance, financial planning, and wealth management.

Responsibilities

  • Lead and manage regional or multi-office operations in the financial services sector.
  • Drive recruitment and retention of top financial advisors and support staff.
  • Coach and develop advisor teams to achieve and exceed performance goals.
  • Implement strategic initiatives that align with the company's vision.
  • Ensure compliance with financial regulations and industry standards.

Benefits

  • Comprehensive health insurance, including medical, dental, and vision for employees and their families.
  • Generous 401(k) plan with company contributions to support retirement savings.
  • Life and disability insurance for financial security in unforeseen circumstances.
  • Access to wellness programs and mental health resources to support employee well-being.
  • Opportunities for professional development and ongoing training to enhance skills.
Full Job Description
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
* Ladders Estimates

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