Regional Vice President - ID
WealthBridge Financial Group · Boise, ID · 5 mo ago
HybridBusiness Development$150k–$225k/yrFull-time
Responsibilities
- Lead and develop Managing Directors across the Idaho region, supporting them in the recruitment, retention, and growth of their advisor teams.
- Establish performance standards and ensure the implementation of best practices for advisor development, productivity, and client service.
- Partner with executive leadership to develop and execute strategic initiatives that align with firm goals and regional market opportunities.
- Drive regional recruitment of experienced financial advisors through collaboration with Managing Directors and support recruitment campaigns and events.
- Foster a culture of collaboration, accountability, and continuous improvement across the advisor teams in the region.
- Monitor regional performance metrics, analyze results, and implement data-driven strategies to improve outcomes.
Qualifications
- 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.
About the Role
WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) for Idaho. 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.
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
Pay
$150,000 - $225,000/year
Schedule
N/A