Regional VP, Wealth Management & Advisor Growth

Advisor Talent Solutions; Pleasanton (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

100% employer paid health, dental and vision insurance

Paid vacation (PTO) and holidays

401k with generous matching

Job summary

Advisor Talent Solutions is seeking a Regional Vice President (RVP) to lead financial advisor teams in Pleasanton, California. Ideal candidates should have over 10 years in financial services and possess leadership experience. Responsibilities include driving revenue growth, delivering training, and managing client relations. The role offers a competitive salary starting at $100k+, comprehensive health benefits, and 401k matching. This position is perfect for a motivated leader ready to make an impact in wealth management.

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 regional KPIs and revenue goals.
• Manage sales processes, workflows, and performance tracking.
• Deliver training on planning, products, and best practices.

Skills

Leadership

Sales Management

Communication

Organizational skills

Results-driven

Education

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

CFP preferred

Job description

Overview:

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

Position: Regional Vice President

Firm: EA Buck

Location: Pleasanton, CA

Overview:

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:

Pay & Perks:

• 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!
  
  
  

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com