Regional Director, Advisor Growth - NorCal/Nev

Horizon Investments, LLC.; California; Remote; USD 150,000 - 230,000; Full time

Job summary

Horizon Investments, LLC. is seeking a Regional Director to lead sales in Northern California and Northern Nevada.

You will cultivate relationships with financial advisors, drive net-new assets, and manage a strategic territory plan through a consultative, solutions-based approach. The role requires a proactive, entrepreneurial mindset, in-depth industry knowledge, and excellent communication skills to deliver holistic value beyond products.

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• Minimum 5 years of experience in financial services sales or consulting.
• Experience with large independent broker-dealers firms and registered investment advisers required.
• FINRA series 7 and 63 required.
• Ability to meet extensive travel requirements.
• Established relationships within territory.

Responsibilities

• Drive territory sales by executing a proactive outbound strategy: client meetings, events, and follow-ups.
• Travel within the territory to build and maintain strong client relationships through regular communication and meetings.
• Meets or exceeds all territory and firm sales goals for their assigned territory.
• Develop and maintain a deep understanding of the firm's products and services to effectively communicate the value of Horizon's solutions.
• Develop, implement, and maintain a territory business plan in partnership with the National Sales Director to increase sales revenue and market share within an assigned area of responsibility.
• Work collaboratively with a dedicated Internal Advisory Specialist to maximize territory sales efforts and meet sales targets.
• Maintain a disciplined sales process: tracking pipeline activity, key KPIs, advisor engagement, and follow-up tasks in CRM.
• Provide superior service to ensure growth and retention of assets, serving as a trusted advisor to clients, providing investment insights, guidance, and business consultation.
• Represent the firm as a trusted solutions partner at national conferences, regional meetings, and other industry events to promote the firm's offerings and value proposition and promote brand awareness.
• Maintain all activity in dedicated CRM to properly track all sales efforts, client contacts and any other necessary information.

Skills

Financial services sales

Wholesaler experience

Relationship building

Consultative selling

Travel readiness

Education

Bachelor's degree in Finance, Business, or related field

Job description

Horizon Investments, LLC. is seeking a Regional Director to lead sales in Northern California and Northern Nevada.

You will cultivate relationships with financial advisors, drive net-new assets, and manage a strategic territory plan through a consultative, solutions-based approach. The role requires a proactive, entrepreneurial mindset, in-depth industry knowledge, and excellent communication skills to deliver holistic value beyond products.