Regional Wealth Advisory Director

Beacon Pointe; Los Angeles (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading wealth advisory firm in Los Angeles is looking for a Regional Director. This individual will coordinate sales across referral channels, develop relationships with financial advisors, and manage a sales pipeline. The ideal candidate will have over 10 years of sales experience in the financial industry, strong organizational skills, and the ability to conduct effective presentations. Knowledge of wealth management topics and existing networks are preferred, alongside relevant licenses like Series 63/65.

Qualifications

• 10+ years of sales experience in the financial industry, with 5+ years of wholesaling or advisory experience.
• Strong understanding of financial services and wealth management.
• Possess Series 63/65 licenses.

Responsibilities

• Manage resources to maximize territory sales.
• Develop and maintain a pipeline of prospective clients.
• Conduct meetings and presentations with financial consultants.

Skills

Sales financial industry experience

Leadership skills

Presentation skills

Strong organizational skills

Networking abilities

Education

Bachelor’s degree in Finance, Business or Economics

MBA

Tools

Salesforce CRM

Job description

A leading wealth advisory firm in Los Angeles is looking for a Regional Director. This individual will coordinate sales across referral channels, develop relationships with financial advisors, and manage a sales pipeline. The ideal candidate will have over 10 years of sales experience in the financial industry, strong organizational skills, and the ability to conduct effective presentations. Knowledge of wealth management topics and existing networks are preferred, alongside relevant licenses like Series 63/65.