Regional Vice President - Northern California
Skills
- Investment Management
- Succession Planning
- Financial Planning
- Management
- Technology
- Fiduciary
- Marketing
- Insurance
- Planning
- RIA
- Tax
- Financial Services
- Wealth Management
- Microsoft Office
- Time Management
- Compensation
- Investments
- Self-driven
- Flexibility
- Onboarding
- SalesForce
- Business
- Wellness
- Travel
- Sales
- CRM
- CFA
- CFP
- Investment Management
- Succession Planning
- Financial Planning
- Management
- Technology
- Fiduciary
- Marketing
- Insurance
- Planning
- RIA
- Tax
- Financial Services
- Wealth Management
- Microsoft Office
- Time Management
- Compensation
- Investments
- Self-driven
- Flexibility
- Onboarding
- SalesForce
- Business
- Wellness
- Travel
- Sales
- CRM
- CFA
- CFP
About the Firm
Our client is a leading national Registered Investment Advisor (RIA) that partners with families to simplify and enhance their financial lives through an integrated approach across financial planning, investment management, tax, estate, and insurance services. The firm serves tens of thousands of clients nationwide and is recognized as a top-tier fiduciary organization, consistently ranked among the leading RIAs in the country.
They operate with a flexible, modern structure that attracts top talent across the U.S. and fosters a collaborative, growth-oriented environment.
Role Overview
The Regional Vice President will build relationships with prospective clients and guide them toward tailored wealth management solutions. This is a high-impact, client-facing sales role within a collaborative and fast-growing environment.
Key Responsibilities
- Engage with prospective clients via virtual meetings, phone, and in-person discussions to understand their financial needs
- Develop customized solutions leveraging internal resources across planning, investments, tax, and estate strategies
- Manage the full sales lifecycle from initial outreach through close and onboarding
- Maintain and grow a robust pipeline while delivering a best-in-class client experience
- Operate as a self-driven contributor within a high-visibility growth channel
Required Qualifications
- Bachelor's degree preferred or equivalent experience
- 5+ years of successful sales experience within financial services
- Series 65 or 66 required (or qualifying designation such as CFP, CFA, ChFC, PFS, CIC)
- Strong CRM experience (Salesforce preferred) and pipeline management skills
- Deep understanding of wealth management and investment solutions
- Proven ability to build trust and relationships with high-net-worth clients
- Highly motivated, coachable, and growth-oriented mindset
- Strong organizational and time management skills
- Proficiency in Microsoft Office tools
- Willingness to travel as needed
Preferred Qualifications
- CFP designation preferred
Compensation & Benefits
- Competitive compensation structure with strong earning potential
- Comprehensive health, dental, and vision coverage
- 401(k) with employer match
- Generous PTO and paid holidays
- Parental leave and family support programs
- Additional voluntary benefits and wellness resources