Regional Vice President - Pleasanton, CA at Advisor Talent Solutions

Pleasanton, California, United States -

Full Time

Start Date

Immediate

Expiry Date

07 Aug, 26

Salary

0.0

Posted On

09 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Financial Planning, Sales Management, Performance Tracking, Lead Conversion, Coaching, Client Relationship Management, Revenue Growth, Organizational Skills, Communication

Industry

Financial Services

Description

Position: Regional Vice President Firm: EA Buck Location: Pleasanton, CA Overview: E.A. Buck is a fast-growing wealth management company that’s headquartered in Denver and has a national footprint. We’re seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region. This is a high-impact, player-coach role ideal for a proven financial services leader who thrives in a performance-driven environment. NOTE: Candidate can be based in Honolulu, Bay Area of northern California, or the Seattle metro area. What you’ll do: * 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 What We’re Looking For: * 10+ years in financial services with leadership and management experience * Proven ability to drive sales and develop financial advisors * Series 65 or a Series 7 paired with 66 and Life & Health licenses required; CFP® preferred * Strong communication, leadership, and organizational skills * Self-motivated, accountable, and results-driven * Ability to travel What You’ll Get: Pay & Perks: * Base salary of $100k+ with unlimited upside potential. Dependent on Experience & Skills. * Competitive benefits package including 100% employer paid health, dental and vision insurance. * Eligibility to enroll in health savings account, flexible savings account, and more. * Paid vacation (PTO) and paid holidays. * Join our mission-driven company and partake in 401k with generous matching! Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

Lead and coach financial advisor teams to meet regional KPIs and revenue goals while managing sales processes. Maintain a personal client base and partner with marketing to drive new business opportunities through workshops and events.