Regional Vice President Pleasanton, CA
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Job Location:
Pleasanton, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Regional Vice President
Firm: EA Buck
Location: Pleasanton CA
Overview:
E.A. Buck is a fast-growing wealth management company thats headquartered in Denver and has a national footprint. Were seeking a Regional Vice President (RVP) to lead financial advisor teams drive revenue growth and deliver an exceptional client experience across a designated region. This is a high-impact player-coach role ideal for a proven financial services leader who thrives in a performance-driven environment.
NOTE: Candidate can be based in Honolulu Bay Area of northern California or the Seattle metro area.
What youll do:
- Lead coach and hold advisors accountable to regional KPIs and revenue goals
- Manage sales processes workflows and performance tracking
- Maintain a personal client base and support advisor client meetings
- Deliver training on planning products and best practices
- Drive lead conversion through workshops events and integrated marketing efforts
- Partner with marketing to generate and convert new business opportunities
What Were Looking For:
- 10 years in financial services with leadership and management experience
- Proven ability to drive sales and develop financial advisors
- Series 65 or a Series 7 paired with 66 and Life & Health licenses required; CFP preferred
- Strong communication leadership and organizational skills
- Self-motivated accountable and results-driven
- Ability to travel
What Youll Get:
Pay & Perks:
- Base salary of $100k with unlimited upside potential. Dependent on Experience & Skills.
- Competitive benefits package including 100% employer paid health dental and vision insurance.
- Eligibility to enroll in health savings account flexible savings account and more.
- Paid vacation (PTO) and paid holidays.
- Join our mission-driven company and partake in 401k with generous matching!
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
Exec
