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Regional Vice President (Northern California - Bay Area)
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$100,000 - $150,000 a year
Full-time
- We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.
- The Regional Vice President is responsible for growing our RIA referral platform.
- The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our financial planning teams.
- The Regional Vice President will work in a client-focused, team-centered environment in unison with Managing Directors to service the needs of the firm’s high net worth clients.
- Series 65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
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