Regional Vice President

WealthBridge Financial Group

• $120K — $180K *
Madison, WI 53711In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-7 years of leadership experience in financial services, ideally in a regional or multi-office setting.
  • Successful track record as a financial advisor or in managing advisor teams.
  • Proven ability to recruit and mentor top-performing financial professionals.
  • Strategic thinker with skills to implement a long-term vision.
  • Solid knowledge of compliance, financial planning, and wealth management standards.

Responsibilities

  • Lead and develop multiple teams to achieve strategic objectives.
  • Recruit top talent to build a high-performing workforce.
  • Guide advisors in best practices for client engagement and financial planning.
  • Ensure compliance with regulatory requirements and industry standards.
  • Drive performance metrics to exceed business goals and enhance client satisfaction.

Benefits

  • Comprehensive health insurance for you and eligible dependents.
  • 401(k) plan with employer matching contributions.
  • Life and disability insurance for greater financial security.
  • Access to wellness programs and mental health support.
  • Opportunities for professional 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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