Regional Vice President

E.A. Buck Financial Services; Pleasanton (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

100% employer-paid health, dental, and

vision coverage

401(k) with company contributions

PTO and paid holidays

FSA and supplemental coverage

Job summary

E.A. Buck Financial Services is seeking a Regional Vice President to lead financial advisor teams, drive revenue growth, and deliver exceptional client experiences across a designated region.

This player-coach role rewards strong leadership and proven financial services success. Candidates must be West Coast based, within commuting distance of Pleasanton, CA, with regular travel in Northern California and the Pacific Northwest; Series 65 or 7/66 with Life & Health licenses required; CFP

Qualifications

• 10+ years in financial services with leadership and management experience.
• Series 65 or Series 7 with 66 and Life & Health licenses required; CFP preferred.
• Strong communication, leadership, and public speaking abilities.

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

Skills

Leadership

Communication

Public Speaking

Coaching

Education

Series 65/7/66 and Life & Health licenses; CFP preferred

Job description

E.A. Buck is a fast-growing wealth management company with dual headquarters in Honolulu and 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 must be based on the West Coast, within commuting distance of our Pleasanton, CA; Portland, OR; or Bellevue, WA office. Regular travel throughout Northern California and the Pacific Northwest is required.

Salary / Benefits Package:

• Earn a $100,000+ base salary plus uncapped income potential.
• Benefit from a unique regional override structure, rewarding you for developing and coaching successful advisors across your territory.
• Enjoy 100% employer-paid health, dental, and vision coverage.
• Access additional benefits including Flexible Spending Accounts (FSA) and supplemental coverage options.
• Take advantage of generous PTO and paid holidays.
• Invest in your future with a 401(k) plan featuring company contributions.
• Join a growing, mission-driven organization where your leadership directly influences advisor success and client outcomes.

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, organizational skills, must be comfortable with public speaking
• 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.