VICE PRESIDENT, ADVISOR CONSULTANT

This role will lead operational priorities focused on execution quality, efficiency, safety, and measurable performance outcomes. You will collaborate with field leadership, support functions, and cross-functional stakeholders to improve accountability, service delivery, and operational consistency within a regulated financial services environment.

Responsibilities

• Utilize consultative sales approach to identify needs and deliver solutions
• Communicate investment strategies and performance
• Develop practice management expertise to enhance relationships
• Market a range of investment options, particularly Alternative Investments
• Mentor and partner with the Internal Regional Consultant
• Attend industry conferences and present educational content
• Provide ongoing pro-service to third-party professionals

Requirements

• Bachelor's degree required; Industry-related Accreditations preferred
• 10+ years of field sales experience in the assigned territory with a proven track record of success
• Expert level technical knowledge of investment and advisory services industry
• Extensive travel required, under normal circumstances
• Series 7 or appropriate multi-licenses for markets

Benefits

• Health, dental & vision insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement

Pay

$100,000 – $150,000 annually

Location: Remote - US based candidates only, no visa sponsorship available