Regional Vice President

WealthBridge Financial Group

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Senior leadership experience in financial services, ideally in regional or multi-office settings.
  • Proven track record as a financial advisor or leading advisor teams.
  • Ability to recruit, coach, and lead high-performing professionals effectively.
  • Strategic mindset with skills in translating vision into actionable plans.
  • Thorough knowledge of compliance, financial planning, and wealth management.

Responsibilities

  • Collaborate with executive leadership to align regional objectives with company goals.
  • Focus on recruiting top talent to strengthen the team's performance.
  • Mentor and develop leaders to enhance advisor capabilities.
  • Implement strategies to elevate advisor performance and client outcomes.
  • Build a sustainable and scalable business model within the market.

Benefits

  • Comprehensive health coverage, including medical, dental, and vision insurance for you and your family.
  • 401(k) retirement plan with company matching contributions.
  • Life and disability insurance for financial protection.
  • Access to wellness programs and mental health resources.
  • Opportunities for career growth and ongoing training support.
Full Job Description
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.

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

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