Regional Vice President

WealthBridge Financial Group; Town of Howard (WI); On-site; USD 180,000 - 270,000; Full time

Benefits offered by this job

Top-tier health coverage

401(k) retirement plan with company 1:

Life and disability insurance

Wellness programs

Ongoing training opportunities

Job summary

WealthBridge Financial Group is seeking a dynamic Regional Vice President (RVP) to provide senior leadership to Managing Directors across the region, driving growth and expanding the firm's presence in the market.

The role emphasizes developing advisors, strategic execution, and a strong focus on compliance, financial planning, and wealth management best practices to elevate performance and client outcomes.

Qualifications

• Seasoned leader in financial services with regional or multi-office experience.
• Proven track record recruiting, coaching, and leading advisor teams.
• Strong strategic thinker who can translate vision into action.
• Deep understanding of compliance, financial planning, and wealth management.

Responsibilities

• Provide senior leadership to managing directors in the region.
• Drive growth and expand market presence.
• Oversee advisor development and retention.

Skills

Senior leadership

Financial advisory

Team leadership

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.

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