Regional VP, Wealth Management — Hybrid/Remote

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

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.