Regional Vice President - UHNW

Next Level Recruiting, LLC; United States; Hybrid; USD 150,000 - 280,000; Full time

Benefits offered by this job

Competitive compensation structure

Health, dental, and vision coverage

401(k) with employer match

Generous PTO and paid holidays

Parental leave and family support

Job summary

Next Level Recruiting, LLC is seeking a Regional Vice President – Wealth Management (Northern California) for a high-impact, client-facing sales leadership role guiding families to tailored wealth management solutions.

5+ years of financial services sales, Series 65/66 or equivalent designations (CFP/CFA/ChFC/PFS/CIC), and strong Salesforce CRM experience are required. This hybrid or remote-friendly position offers a path to leadership within a collaborative, growth-focused firm.

Qualifications

• Bachelor’s degree or equivalent experience required.
• 5+ years of successful sales experience within financial services.
• Series 65 or 66 required (or qualifying designation such as CFP®, CFA, ChFC, PFS, CIC)
• Proficiency with CRM tools and pipeline management.

Responsibilities

• Engage with prospective clients via virtual meetings, phone, and in-person discussions to understand their financial needs and estate strategies
• Manage the full sales lifecycle from initial outreach through close and onboarding
• Maintain and grow a robust pipeline while delivering a best-in-class client experience
• Operate as a self-driven contributor within a high-visibility growth channel

Skills

Sales leadership

Relationship building

CRM (Salesforce)

Wealth management knowledge

Communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce CRM

Job description

Regional Vice President – Wealth Management (Northern California)

About the Firm

Our client is a leading national RIA that partners with families to simplify and enhance their financial lives through an integrated approach across financial planning, investment management, tax, estate, and insurance services.

The firm serves tens of thousands of clients nationwide and is recognized as a top-tier fiduciary

organization, consistently ranked among the leading RIAs in the country.

They operate with a flexible, modern structure that attracts top talent across the U.S. and fosters a

collaborative, growth-oriented environment.

Role Overview

The Regional Vice President will build relationships with prospective clients and guide them toward tailored wealth management solutions. This is a high-impact, client-facing sales role within a collaborative and fast-growing environment.

Key Responsibilities

• Engage with prospective clients via virtual meetings, phone, and in-person discussions to understand their financial needs and estate strategies
• Manage the full sales lifecycle from initial outreach through close and onboarding
• Maintain and grow a robust pipeline while delivering a best-in-class client experience
• Operate as a self-driven contributor within a high-visibility growth channel

Qualifications

• Bachelor’s degree preferred or equivalent experience
• 5+ years of successful sales experience within financial services
• Series 65 or 66 required (or qualifying designation such as CFP®, CFA, ChFC, PFS, CIC)
• Strong CRM experience (Salesforce preferred) and pipeline management skills
• Deep understanding of wealth management and investment solutions
• Proven ability to build trust and relationships with high-net-worth clients
• Highly motivated, coachable, and growth-oriented mindset
• Strong organizational and time management skills
• Proficiency in Microsoft Office tools
• Willingness to travel as needed
• Standard business hours with flexibility based on client needs
• Hybrid or remote-friendly structure depending on location
• Professional office or dedicated home workspace required

Benefits

• Competitive compensation structure with strong earning potential
• Comprehensive health, dental, and vision coverage
• 401(k) with employer match
• Generous PTO and paid holidays
• Parental leave and family support programs
• Additional voluntary benefits and wellness resources
• Incentive based acceleration bonus and true up on top of strong base comp & top tier benefits.

Whitespace for growth. Acccess to Senior Leadership.