Vice President, Regional Advisory Consultant West

Osaic; California; Remote; USD 120,000 - 180,000; Full time

Job summary

Osaic is seeking a Vice President, Regional Advisory Consultant for the West, responsible for driving sales strategy and financial planning adoption in California, Nevada, Hawaii, and Alaska. This fully remote role involves extensive travel within the region.

The ideal candidate will have a Master’s degree, Series 7 certification, and over 5 years of experience in a similar role. Responsibilities include educating advisors on fee-based business and managing key sales opportunities.

Qualifications

• 5+ years in a similar role in financial advisory.
• Series 7 certification is required.
• Ability to travel 50-75% of the time.

Responsibilities

• Drive sales strategy and promote advisory technology.
• Manage sales opportunities and maintain a fluid pipeline.
• Log client interactions in the CRM system.

Skills

Sales strategy

Financial planning

Client relationship management

Investment strategies

Communication skills

Education

Master’s Degree preferred

Bachelor’s degree in Economics, Finance, or Business

Job description

Vice President, Regional Advisory Consultant – West

Location(s): California, Nevada, Hawaii, or Alaska

Work Arrangement: Fully remote role. Candidates must reside within the assigned territory (CA, NV, HI, or AK) and be available for regional travel.

Role Type: Full time

Summary: The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role combines internal and field‑based sales strategy with the requirement to conduct face‑to‑face interactions focused on driving adoption of the firm’s advisory platform – the Wealth Management Platform. The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.

Responsibilities

• Educate and promote the benefits of fee‑based business, facilitate adoption of the firm’s advisory technology, introduce appropriate investment managers based on the client’s needs, and help advisors grow their overall advisory businesses. While 1:1 meetings will be the majority of interactions, presenting to sizable groups of advisors will be expected.
• Execute a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline. Work closely with internal counterparts to efficiently manage sales strategy for your region.
• Drive impactful interactions and events – invite the right advisors, create and deliver content, and manage appropriate meeting follow‑up. Partner with investment management companies to deliver collateral, share leads, and co‑present on specific content.
• Introduce and support advisors on various product offerings – MF/ETF models, customized SMA models, tax services, and private client solutions.
• Review and analyze regional reports to prioritize existing and new prospects, and partner with internal consultants on converting sales leads into opportunities.
• Utilize key reports and data to establish goals and opportunities for advisors.
• Schedule individual 1:1 and regional meetings for your region.
• Engage with Marketing, Product, Platform, and Research teams to share content, collateral, and upcoming strategy with the field.
• Log all interactions in the firm’s CRM system.

Education Requirements

• Master’s Degree preferred.
• Bachelor’s degree from an accredited university in Economics, Finance, Business, or related subjects required.

Basic Requirements

• Series 7 required.
• Ability to travel 50‑75% of the time.
• 5+ years in a similar role.
• Driven and goal‑oriented nature and enthusiastic sales‑focused personality.
• Extensive knowledge of advisory platforms, key wealth management concepts, and investment strategies.
• Ability to introduce complex subject matter in a clear, articulate fashion.
• Ability to work independently with a high level of organization and time management skills.
• Deep experience working directly with financial advisors.
• Familiarity with using a client relationship management program.

Preferred Requirements

• CFP or CIMA certification.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities, genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the US by Osaic.