Regional Vice President

WealthBridge Financial Group

• $120K — $150K *
Green Bay, WI 54313In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 5-7 years in a senior leadership role within financial services, ideally with multi-office oversight.
  • Proven track record as a financial advisor or in leading advisor teams effectively.
  • Exceptional skills in recruiting, coaching, and developing high-performing teams.
  • Strategic mindset with the capacity to implement long-term visions.
  • In-depth knowledge of compliance, financial planning, and wealth management practices.

Responsibilities

  • Lead and manage multiple offices to drive overall business success.
  • Recruit and nurture top talent to build a high-performing advisory team.
  • Develop and implement strategic plans to enhance service offerings and client satisfaction.
  • Ensure compliance with industry regulations and best practices in financial planning.
  • Foster a culture of continuous improvement and innovation within the organization.

Benefits

  • Comprehensive health insurance including medical, dental, and vision for employees and dependents.
  • Generous 401(k) plan with company matching contributions.
  • Life and disability insurance for financial security.
  • Access to wellness programs and mental health resources for employee support.
  • Opportunities for career development and continuous training.
Full Job Description
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
* Ladders Estimates

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