Regional Vice President

Wealthbridge-Financial-Group; West Allis (WI); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) with company match

Life and disability insurance

Wellness programs

Career growth opportunities

Job summary

WealthBridge Financial Group is seeking a dynamic Regional Vice President to provide senior leadership and direction to Managing Directors across the region, driving growth, advisor development, and expanding the firm’s market presence.

The ideal candidate is 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 for WealthBridge and its clients.

Qualifications

• Proven experience as a senior leader in financial services, regional or multi-office.
• Track record of recruiting, coaching, and leading advisor teams.
• Strategic thinker able to translate vision into action.
• Strong understanding of compliance, financial planning, and wealth management.

Responsibilities

• Provide senior leadership to Managing Directors across the region.
• Drive growth, advisor development, and market presence.
• Collaborate with executive leadership to align regional and firm priorities.
• Build scalable, sustainable regional business model.

Skills

Senior leadership

Talent recruitment

Coaching & mentoring

Strategic thinking

Wealth management knowledge

Compliance understanding

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