Midwest Regional Director, Wealth Advisory (Chicago)

Beacon Pointe; Chicago (IL); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Beacon Pointe is seeking a highly motivated Regional Director based in Chicago, IL, to lead sales efforts across referral channels. The successful candidate will manage relationships with financial advisors, driving sales through meetings and collaboration with other team members.

A minimum of 10 years’ experience in the financial industry is essential, along with extensive knowledge of wealth management. Strong organizational and presentation skills are required, along with the ability to travel 25% of the time.

Qualifications

• At least 10+ years of sales financial industry experience.
• Four-year college degree required, MBA preferred.
• Strong understanding of financial services and wealth management.

Responsibilities

• Strategically plan and manage resources to maximize territory sales.
• Develop and manage a strong and active pipeline.
• Conduct 20+ meetings per week with referral partner advisors.

Skills

Sales experience in financial industry

Wealth management knowledge

Excellent presentation skills

Client relationship management

Education

Bachelor’s degree in Finance, Business, or Economics

MBA or higher

Tools

Salesforce CRM

Job description

Beacon Pointe is seeking a highly motivated Regional Director based in Chicago, IL, to lead sales efforts across referral channels. The successful candidate will manage relationships with financial advisors, driving sales through meetings and collaboration with other team members.

A minimum of 10 years’ experience in the financial industry is essential, along with extensive knowledge of wealth management. Strong organizational and presentation skills are required, along with the ability to travel 25% of the time.