West Regional Wealth Advisory Executive

Advisor Group Inc.; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Advisor Group Inc. is seeking a Vice President, Regional Advisory Consultant for the West region, responsible for driving sales strategy and adopting the firm's Wealth Management Platform. The role includes significant travel (50-75%) and requires strong organizational skills and experience with financial advisors.

The ideal candidate holds a Master's or Bachelor's degree in a relevant field and has over 5 years of relevant experience. Responsibilities include promoting fee-based business, facilitating technology adoption, and collaborating with diverse teams.

Qualifications

• 5+ years in a similar role in financial advisory.
• Ability to travel 50–75% of the time.
• Strong sales-focused personality.
• Extensive knowledge of advisory platforms.

Responsibilities

• Drive sales strategy and promote fee-based advisory.
• Facilitate adoption of advisory technology.
• Conduct presentations and one-on-one meetings.
• Collaborate with marketing and research teams.

Skills

Sales strategy

Financial planning

Wealth management concepts

Organizational skills

Client relationship management

Education

Master's Degree

Bachelor's Degree in Economics, Finance, or Business

Job description

Advisor Group Inc. is seeking a Vice President, Regional Advisory Consultant for the West region, responsible for driving sales strategy and adopting the firm's Wealth Management Platform. The role includes significant travel (50-75%) and requires strong organizational skills and experience with financial advisors.

The ideal candidate holds a Master's or Bachelor's degree in a relevant field and has over 5 years of relevant experience. Responsibilities include promoting fee-based business, facilitating technology adoption, and collaborating with diverse teams.