Regional Vice President

E.A. Buck Financial Services; Honolulu (HI); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

100% employer paid health, dental and vision insurance

Paid vacation (PTO) and paid holidays

401k with generous matching

Job summary

E.A. Buck Financial Services is seeking a Regional Vice President (RVP) to lead financial advisor teams in Honolulu. The role involves driving revenue growth and delivering exceptional client experience while managing sales processes and coaching advisors. Candidates should have over 10 years in financial services, strong leadership skills, and relevant licenses. The position offers a base salary of $100k+ with comprehensive benefits including health insurance and a 401k plan with matching.

Qualifications

• 10+ years in financial services with leadership and management experience.
• Proven ability to drive sales and develop financial advisors.
• Strong communication, leadership, and organizational skills.

Responsibilities

• Lead, coach, and hold advisors accountable to KPIs and revenue goals.
• Manage sales processes, workflows, and performance tracking.
• Deliver training on planning, products, and best practices.

Skills

Leadership

Sales abilities

Communication

Organizational skills

Motivational skills

Education

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

CFP® preferred

Job description

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.

Salary / Benefits Package

• 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!

Responsibilities

• 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

Job Requirements

• 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
• Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.

Interested? We would love to hear from you! Please email your resume [e-mail]