Regional VP Wealth

QNBT; Chester (GA); On-site; USD 150,000 - 230,000; Full time

Job summary

QNBT is seeking a Regional Wealth VP to guide client financial strategies and expand the advisor network within the region. You will deliver comprehensive wealth and brokerage guidance, leveraging the broker-dealer partnership with LPL Financial, while maintaining strict compliance standards.

You will meet client goals through advanced portfolio planning, performance reviews, and market events that educate and mentor partners. Strong relationship-building and industry knowledge are essential.

Qualifications

• Series 7 and 63 required.
• Series 65 or 66 required.
• Insurance License required.
• At least 2–5 years of financial advisory experience.
• Currently working with clients in wealth industry.

Responsibilities

• Provides a broad range of financial solutions and guidance by leveraging the wealth team and broker-dealer partner, LPL Financial.
• Identifies and follows up on opportunities to establish client relationships including prospecting and local market involvement.
• Builds and maintains a strong client network and pipeline.
• Provides expert-level portfolio planning skills and comprehensive industry knowledge.
• Conducts investment performance and relationship reviews.
• Conducts market events and provides education/mentorship to key partners.
• Adheres to compliance requirements and follows corporate and industry protocols.

Skills

Verbal Communication

Interpersonal

Professionalism

Ability to Make an Impact

Education

College Degree

Job description

Our Regional Wealth VPs work to meet the financial objectives of their customers through sound advice and guidance throughout their geographic regions. They also help attract additional advisors throughout their regions. The ideal candidate is customer-focused, partnership centric and had deep wealth and brokerage experience.

Primary Responsibilities

• Provides a broad range of financial solutions and products to help meet customer goals and offer in-depth guidance by leveraging the vast resources of our wealth team and broker dealer partner, LPL financial.
• Identifies and follow up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement
• Builds and maintains a strong client network and pipeline
• Provides and demonstrates expert-level portfolio planning skills and comprehensive industry and insurance/investment knowledge
• Conducts and/or participates in investment performance and relationship reviews
• Conducts market events and provide education/mentorship to key partners.
• Adheres to compliance requirements and follow corporate and industry protocols

Requirements

• Series 7 & 63
• Series 65 or 66
• Insurance License
• At least two (5) years of Financial Advisory Experience
• Currently working with clients in wealth industry.

Preferences

• Certified Financial Planning, Chartered Financial Consultant and Certified Retirement Specialist
• College Degree

Skills

Required

Advanced

Verbal Communication

Advanced

Interpersonal

Advanced

Professionalism

Advanced

Ability to Make an Impact

: Inspired to perform well by the ability to contribute to the success of a project or the organization

Experience

Required

Licenses & Certifications

Required

Series 7, 63, 65, or 66

Preferred

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.