Regional Vice President
E.A. Buck Financial Services · Pleasanton, CA · 3 mo ago
On-siteFinance$100k/yrFull-time
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
Pay & Perks
- 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
- Enjoy 100% employer-paid health, dental, and vision coverage
- Access additional benefits including Flexible Spending Accounts (FSA) and supplemental coverage options
- Take advantage of generous PTO and paid holidays
- Invest in your future with a 401(k) plan featuring company contributions