Remote Regional VP, Wealth Growth & Referrals

Windward Recruiting; United States; Remote; USD 150,000 - 210,000; Full time

Job summary

Windward Recruiting seeks a Regional VP/Wealth Management Consultant to drive new client acquisition and expand referral partnerships across an assigned U.S. territory. You will engage high-net-worth prospects, present wealth management solutions, and guide prospects through the full sales cycle.

The ideal candidate combines wealth management knowledge with strong relationship-building and communication skills, operating with autonomy within a supportive team.

Qualifications

• 5+ years of client-facing sales, wealth management, financial planning, or related financial services experience.
• 3+ years of demonstrated success developing and closing new business, ideally with high-net-worth clients.
• Bachelor’s degree in Finance, Financial Planning, or a related field preferred.
• CFP, ChFC, PFS, CFA, CIC, or similar professional designation preferred.
• Series 65 or appropriate combination of Series 7 and Series 63/66 required.
• Life insurance license required or willingness to obtain.
• Strong knowledge of comprehensive financial planning and investment management.
• Exceptional relationship management, communication, and presentation skills.
• Ability to communicate sophisticated planning, investment, tax, and estate concepts clearly and confidently.
• Strong organizational and time-management skills with the ability to independently manage a high-activity territory.
• Comfortable using financial planning and CRM technology; experience with Salesforce, MoneyGuidePro, Tamarac, or similar platforms is a plus.
• Self-motivated, responsive, and comfortable operating with significant autonomy in a remote, territory-based role.
• Must maintain a clean U4 and strong registration history.

Responsibilities

• Serve as a primary point of contact for external referral partners throughout the assigned region, developing trusted relationships that generate a consistent pipeline of new business opportunities.
• Engage qualified high-net-worth prospects to understand their financial circumstances, priorities, and long-term goals.
• Communicate the firm’s value proposition, capabilities, and ideal client profile to prospective clients and referral partners.
• Present comprehensive wealth management solutions incorporating financial planning, investment management, tax, and estate planning considerations.
• Manage prospective clients through the full sales cycle, from initial engagement and discovery through proposal, close, and onboarding.
• Partner closely with regional Advisors to understand their expertise and growth objectives and match prospective clients with the appropriate advisory team.
• Facilitate a smooth transition from prospect to client while maintaining a high-quality experience throughout the onboarding process.
• Maintain consistent sales activity across phone, virtual, and in-person meetings throughout the territory.
• Represent the firm at regional events, meetings, and referral-partner opportunities.
• Maintain a strong understanding of the firm’s wealth management services, investment solutions, and planning capabilities.
• Manage pipeline activity and relationships through Salesforce or similar CRM technology.
• Contribute to continued market expansion and achievement of regional growth goals.
• Maintain compliance with all applicable regulatory requirements and firm policies.

Skills

Client acquisition

Relationship management

Sales negotiations

Prospect targeting

Communication skills

Education

Bachelor's degree in Finance/Financial Planning

CFP/ChFC/CFA designation preferred

Tools

Salesforce

MoneyGuidePro/Tamarac or similar

Job description

Windward Recruiting seeks a Regional VP/Wealth Management Consultant to drive new client acquisition and expand referral partnerships across an assigned U.S. territory. You will engage high-net-worth prospects, present wealth management solutions, and guide prospects through the full sales cycle.

The ideal candidate combines wealth management knowledge with strong relationship-building and communication skills, operating with autonomy within a supportive team.