Regional Vice President

WealthBridge Financial Group; Cleveland (OH); On-site; USD 140,000 - 230,000; Full time

Job summary

WealthBridge Financial Group is seeking a dynamic Regional Vice President (RVP) to provide senior leadership to Managing Directors across the region and execute the firm’s regional growth strategy in Ohio. You will drive growth, mentor advisors, and build a scalable regional model with a focus on excellence in financial planning and compliance.

The ideal candidate will have a proven track record in the financial services industry, strong leadership skills, and the ability to translate vision

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.

Responsibilities

• Drive regional growth and expand the firm’s presence in the market.
• Enhance advisor development and elevate performance across offices.
• Recruit, coach, and mentor leadership talent to build a scalable regional model.
• Collaborate with executive leadership to align regional objectives with firmwide priorities.

Skills

Senior leadership experience

Financial services

Talent recruitment

Mentoring leaders

Strategic thinking

Compliance knowledge

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.

The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. This role is critical to the execution of WealthBridge’s regional growth strategy and plays a key role in shaping the future of our organization.

The RVP will collaborate closely with executive leadership to align regional objectives with firmwide priorities. By focusing on recruiting top talent, mentoring leaders, and elevating advisor performance, the RVP will build a sustainable and scalable business model in the market. This is a unique opportunity for a growth-minded professional to make a lasting impact through strategic leadership, relationship development, and a commitment to excellence in financial planning.

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