Regional Vice President

E.A. Buck Financial Services; Bellevue (WA); Hybrid; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health, dental, and vision insurance

401k with generous matching

Paid vacation (PTO) and paid holidays

Zusammenfassung

E.A. Buck Financial Services is seeking a Regional Vice President (RVP) to lead financial advisor teams across the United States. The ideal candidate should have over 10 years in financial services, with strong leadership experience and a proven track record in driving sales. The role also offers a base salary of $100k+, competitive benefits, and an opportunity to contribute significantly to the company's mission. Key responsibilities include coaching advisors and managing sales processes, with travel required as needed.

Qualifikationen

• 10+ years in financial services with leadership experience.
• Proven ability to develop financial advisors and drive sales.
• Ability to travel for work.

Aufgaben

• Lead and coach advisors to meet KPIs and revenue goals.
• Manage sales processes and performance tracking.
• Support advisor client meetings and maintain a personal client base.
• Deliver training on planning and products.
• Drive lead conversion through workshops and marketing.
• Partner with marketing to generate new business opportunities.

Kenntnisse

Leadership and management experience

Strong communication

Sales driving capability

Organizational skills

Self-motivated

Ausbildung

Series 65 or Series 7 paired with 66 and Life & Health licenses

CFP preferred

Jobbeschreibung

E.A. Buck is a fast-growing wealth management company that’s headquartered in Denver and has a national footprint. We’re 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 you’ll 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 We’re 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 You’ll Get:

• 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!