Regional Vice President

WealthBridge Financial Group · Madison, United States (Hybrid) · Full-time · Posted 2026-07-10

Salary: USD 150,000–225,000

Workplace: hybrid

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.

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.

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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About the company

WealthBridge Financial Group plans investment, retirement and insurance strategies for individuals, families, business owners and institutions. Its advisers tailor financial plans to each client's goals, time horizon and tolerance for risk, combining portfolio management with estate planning and decisions about protecting and transferring wealth. Business strategies address the financial needs of owners alongside their personal plans for major life changes and retirement. Securities and investment advisory services are offered through Equity Services, Inc., an entity independent of WealthBridge. The firm is headquartered in New York City, New York.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

New York, NY

Founded

N/A

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Simplify's Take

What believers are saying

Advisers get practical support: WealthBridge lists case research, analytics, marketing materials and compliance guidance.
Support teams cover the adviser workflow: WealthBridge lists recruiting, onboarding, compliance, brokerage and new-business staff.
Training continues after hiring: the Melville September 2026 opening includes ongoing advanced instruction at WealthBridge.

What critics are saying

Client development starts immediately: WealthBridge's September 2026 Arizona role requires advisers to build their own book from day one.
Pay terms need clarification: WealthBridge's September 2026 Melville Financial Professional posting lists benefits without compensation details.
Financial visibility is limited: WealthBridge is privately held, while listed insurer MetLife maintains a public earnings-reporting schedule.

What makes WealthBridge Financial Group unique

Planning reaches business ownership: WealthBridge publishes nine strategies, including buy-sell agreements, executive benefits and split-dollar arrangements.
Brokerage serves other advisers: WealthBridge distributes life, annuity, disability and long-term-care products through planners, accountants and wealth managers.
Support includes premium financing: WealthBridge combines this service with accounting partnerships and marketing support.

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WealthBridge Financial Group

Regional Vice President

About the job