West Coast Regional VP, Wealth Management

E.A. Buck Financial Services; Pleasanton (CA); Presencial; USD 90 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

100% employer-paid health, dental, and

vision coverage

401(k) with company contributions

PTO and paid holidays

FSA and supplemental coverage

Resumo da oferta

E.A. Buck Financial Services is seeking a Regional Vice President to lead financial advisor teams, drive revenue growth, and deliver exceptional client experiences across a designated region.

This player-coach role rewards strong leadership and proven financial services success. Candidates must be West Coast based, within commuting distance of Pleasanton, CA, with regular travel in Northern California and the Pacific Northwest; Series 65 or 7/66 with Life & Health licenses required; CFP

Qualificações

• 10+ years in financial services with leadership and management experience.
• Series 65 or Series 7 with 66 and Life & Health licenses required; CFP preferred.
• Strong communication, leadership, and public speaking abilities.

Responsabilidades

• Lead, coach, and hold advisors accountable to regional KPIs and revenue goals
• Manage sales processes, workflows, and performance tracking
• Maintain a personal client base and support advisor client meetings
• Deliver training on planning, products, and best practices
• Drive lead conversion through workshops, events, and integrated marketing efforts
• Partner with marketing to generate and convert new business opportunities

Conhecimentos

Leadership

Communication

Public Speaking

Coaching

Formação académica

Series 65/7/66 and Life & Health licenses; CFP preferred

Descrição da oferta de emprego

E.A. Buck Financial Services is seeking a Regional Vice President to lead financial advisor teams, drive revenue growth, and deliver exceptional client experiences across a designated region.

This player-coach role rewards strong leadership and proven financial services success. Candidates must be West Coast based, within commuting distance of Pleasanton, CA, with regular travel in Northern California and the Pacific Northwest; Series 65 or 7/66 with Life & Health licenses required; CFP