Regional Vice President

E.A. Buck is a fast-growing wealth management company headquartered in Denver with 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. Candidate can be based in Honolulu, the Bay Area of northern California, or the Seattle metro area.

Responsibilities

• 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

Requirements

• 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

Benefits

• 100% employer-paid health, dental, and vision coverage
• Flexible Spending Accounts (FSA) and supplemental coverage options
• Generous PTO and paid holidays
• 401(k) plan with company contributions

Pay

Earn a $100,000+ base salary plus uncapped income potential. Benefit from a unique regional override structure, rewarding you for developing and coaching successful advisors across your territory.