Regional Vice President

WealthBridge Financial Group; Monument (CO); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth & training

Job summary

WealthBridge Financial Group is seeking a Regional Vice President to provide senior leadership to Managing Directors, driving growth and expanding the firm’s market presence. The ideal candidate will be a proven leader in financial services with a passion for building high-performing teams and executing long-term strategies that deliver measurable results.

The RVP will collaborate with executive leadership to recruit top talent, mentor leaders, and elevate advisor performance, building a

Qualifications

• Proven experience as a senior leader in financial services.
• Experience leading advisor teams or as financial advisor.
• Demonstrated ability to recruit, coach, and lead high-performing professionals.
• Strategic thinker who translates vision into action.
• Strong knowledge of compliance, financial planning, and wealth management.

Responsibilities

• Provide senior leadership to Managing Directors across the region.
• Drive regional growth and expand market presence.
• Recruit top talent and mentor leaders.
• Elevate advisor performance and build a scalable business model.

Skills

Senior leadership

Strategic thinking

Talent recruitment

Coaching / mentoring

Compliance knowledge

Wealth management knowledge

Education

Bachelor's degree in Finance/Business

Tools

CRM software

Financial planning tools

Job description

WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as theRegional 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.

• 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.

• 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