Regional Wealth Growth Executive (Remote)

Windward Recruiting; United States; Remote; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

Windward Recruiting is seeking a Regional VP/Wealth Management Consultant to drive new client acquisition and expand referral partnerships across an assigned territory for a privately held, multi-billion-dollar independent RIA. The role focuses on business development, building referral networks, and guiding qualified prospects through the full sales process to become long-term clients.

The ideal candidate combines wealth management expertise with the ability to build trust, communicate complex

Qualifikationen

• 5+ years of client-facing sales in wealth management or related financial services.
• 3+ years closing new business with high-net-worth clients.
• Bachelor’s degree in Finance or related field preferred.
• CFP/ChFC/CFA or similar designation preferred.
• Series 65 or 7/63/66 combination required.
• Life insurance license or willingness to obtain.
• Strong knowledge of comprehensive financial planning and investment management.
• Exceptional relationship, communication and presentation skills.
• Ability to explain complex planning, investment, tax, and estate concepts clearly.
• Strong organizational and time-management skills for a high-activity territory.
• Experience with Salesforce, MoneyGuidePro, Tamarac or similar platforms a plus.
• Self-motivated with autonomy in a remote, territory-based role.
• Clean U4 and strong registration history.

Aufgaben

• Serve as primary contact for external referral partners to generate a pipeline of opportunities.
• Engage high-net-worth prospects to understand financial goals and priorities.
• Present the firm’s wealth management capabilities to clients and referral partners.
• Present wealth management solutions including planning, investment, tax, and estate considerations.
• Manage prospective clients through the full sales cycle from discovery to onboarding.
• Collaborate with regional Advisors to match clients with appropriate advisory teams.
• Ensure a smooth transition from prospect to client during onboarding.
• Maintain consistent sales activity across phone, virtual, and in-person meetings.
• Represent the firm at regional events and referral opportunities.
• Maintain knowledge of wealth management services and investment solutions.
• Manage pipeline activity using Salesforce or similar CRM.
• Contribute to market expansion and regional growth goals.
• Maintain compliance with regulatory requirements and firm policies.

Ausbildung

Bachelor's degree in Finance/Financial Planning or related field

CFP or ChFC or CFA or similar designation

Series 65 (or 7/63/66 combo)

Life insurance license or willingness to obtain

Strong wealth management knowledge

Exceptional relationship management and communication

Ability to close new business with high-net-worth clients

Tools

Salesforce

MoneyGuidePro

Tamarac

Jobbeschreibung

Windward Recruiting is seeking a Regional VP/Wealth Management Consultant to drive new client acquisition and expand referral partnerships across an assigned territory for a privately held, multi-billion-dollar independent RIA. The role focuses on business development, building referral networks, and guiding qualified prospects through the full sales process to become long-term clients.

The ideal candidate combines wealth management expertise with the ability to build trust, communicate complex