Regional Director - Financial Advisor Growth (Remote)

Dimensional Fund Advisors; California (MO); Hybrid; USD 100,000 - 140,000; Full time

Job summary

A leading investment firm is seeking a Regional Director in California to manage relationships with fee-only financial advisors. The individual will lead sales initiatives, develop new advisor relationships, and educate clients on investment strategies. The ideal candidate will have over 10 years of experience in financial services, a comprehensive understanding of investments, and strong consultative sales abilities. Remote work options are available, and relevant licenses must be obtained soon after hiring.

Qualifications

• 10+ years of experience in the Financial Services Industry.
• Knowledge of fee-based financial advisors.
• Ability to convey investment strategies clearly.

Responsibilities

• Lead sales activities and manage high net worth financial advisors.
• Develop strategies to build and retain advisor relationships.
• Educate advisors on investment theory and behavior.
• Present investment capabilities to various stakeholders.
• Increase revenues and advisor clients within the territory.

Skills

Consultative sales abilities

Understanding of investments and capital markets

Strong communication skills

Ability to present effectively

Business development orientation

Education

Bachelor’s Degree

MBA or CFA preferred

Job description

A leading investment firm is seeking a Regional Director in California to manage relationships with fee-only financial advisors. The individual will lead sales initiatives, develop new advisor relationships, and educate clients on investment strategies. The ideal candidate will have over 10 years of experience in financial services, a comprehensive understanding of investments, and strong consultative sales abilities. Remote work options are available, and relevant licenses must be obtained soon after hiring.