Regional Vice President

WealthBridge Financial Group

Loveland (CO)

On-site

USD 150,000 - 210,000

Full time

14 days+

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Benefits offered by this job

Health coverage
401(k) match
Life and disability insurance
Wellness resources
Training and career growth

Job summary

WealthBridge Financial Group is seeking a dynamic Regional Vice President to lead Managing Directors across the region, driving growth, advisor development, and market expansion.

The RVP will set strategic direction, ensure compliance and strong wealth-management practices, and foster a high-performance culture focused on client outcomes.

The role emphasizes recruiting and coaching top professionals, shaping regional strategy, and building durable relationships across markets.

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 to Managing Directors throughout the region to drive growth and expand the firm's market presence.
  • Develop and implement advisor development programs to elevate team performance.
  • Translate strategic goals into actionable plans and ensure alignment across offices.

Skills

Senior leadership
Recruiting
Coaching
Strategic thinking
Compliance / wealth management

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.

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
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