Regional VP, Wealth Management & Partnerships (CA)

Sourcing Solutions Recruiting; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance options

Dental and vision insurance

401K contributions

Flexible paid time off policy

Equity Purchase Program

Job summary

A leading financial services firm is seeking an RVP – Wealth Management Consultant to expand referral partnerships and cultivate client relationships in the San Francisco area. The ideal candidate should possess a Bachelor’s degree in finance, 5+ years of sales experience, and strong investment management knowledge. Responsibilities include overseeing onboarding processes and coordinating with advisors. Competitive compensation package with flexible work arrangements offered.

Qualifications

• 5+ years of successful sales experience in financial services or a related field.
• Strong financial planning and investment management knowledge.
• Series 65 or combination Series 7 and Series 66 licenses required.

Responsibilities

• Nurture and expand referral partnerships in assigned sales region.
• Coordinate effectively with internal advisors and clients.
• Oversee onboarding process for superior client experience.

Skills

Exceptional communication skills

Relationship management

Analytical skills

Organizational skills

Education

Bachelor’s degree in finance or related

Certified Financial Planner™ (CFP®) or equivalent

Tools

Salesforce or similar CRM

Job description

A leading financial services firm is seeking an RVP – Wealth Management Consultant to expand referral partnerships and cultivate client relationships in the San Francisco area. The ideal candidate should possess a Bachelor’s degree in finance, 5+ years of sales experience, and strong investment management knowledge. Responsibilities include overseeing onboarding processes and coordinating with advisors. Competitive compensation package with flexible work arrangements offered.