Regional Vice President - Pleasanton, CA

Position: Regional Vice PresidentFirm: EA BuckLocation: Pleasanton, CAOverview: E.A. Buck is a fast-growing wealth management company that’s headquartered in Denver and has 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.NOTE: Candidate can be based in Honolulu, Bay Area of northern California, or the Seattle metro area.What you’ll do:Lead, coach, and hold advisors accountable to regional KPIs and revenue goals Manage sales processes, workflows, and performance trackingMaintain a personal client base and support advisor client meetingsDeliver training on planning, products, and best practicesDrive lead conversion through workshops, events, and integrated marketing effortsPartner with marketing to generate and convert new business opportunitiesWhat We’re Looking For:10+ years in financial services with leadership and management experienceProven ability to drive sales and develop financial advisorsSeries 65 or a Series 7 paired with 66 and Life & Health licenses required; CFP® preferredStrong communication, leadership, and organizational skillsSelf-motivated, accountable, and results-drivenAbility to travelWhat You’ll Get: Pay & Perks: Base salary of $100k+ with unlimited upside potential. Dependent on Experience & Skills.Competitive benefits package including 100% employer paid health, dental and vision insurance.Eligibility to enroll in health savings account, flexible savings account, and more.Paid vacation (PTO) and paid holidays.Join our mission-driven company and partake in 401k with generous matching!Presented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com