Regional VP, Wealth Management — Lead Advisors & Growth

E.A. Buck Financial Services; Honolulu (HI); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

100% employer paid health, dental and vision insurance

Paid vacation (PTO) and paid holidays

401k with generous matching

Job summary

E.A. Buck Financial Services is seeking a Regional Vice President (RVP) to lead financial advisor teams in Honolulu. The role involves driving revenue growth and delivering exceptional client experience while managing sales processes and coaching advisors. Candidates should have over 10 years in financial services, strong leadership skills, and relevant licenses. The position offers a base salary of $100k+ with comprehensive benefits including health insurance and a 401k plan with matching.

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

Skills

Leadership

Sales abilities

Communication

Organizational skills

Motivational skills

Education

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

CFP® preferred

Job description

E.A. Buck Financial Services is seeking a Regional Vice President (RVP) to lead financial advisor teams in Honolulu. The role involves driving revenue growth and delivering exceptional client experience while managing sales processes and coaching advisors. Candidates should have over 10 years in financial services, strong leadership skills, and relevant licenses. The position offers a base salary of $100k+ with comprehensive benefits including health insurance and a 401k plan with matching.