Vice President, Regional Advisory Consultant West

Vice President, Regional Advisory Consultant – West

Location(s): CA, NV, HI, AK | Role Type:
Full time

Responsible for driving sales strategy and financial planning adoption for a defined region of advisors, combining internal and field‑based sales with face‑to‑face interactions focused on adopting the firm’s Wealth Management Platform.

• Educate and promote the benefits of fee‑based business.
• Facilitate adoption of the firm’s advisory technology.
• Introduce appropriate investment managers based on clients’ needs.
• Help advisors grow their overall advisory businesses.
• Conduct one‑on‑one meetings and presentations to sizable groups of advisors.
• Execute a virtual regional strategy focusing on top opportunities and maintaining a fluid sales pipeline.
• Work closely with internal counterparts to manage sales strategy for the region.
• Drive impactful interactions and events, inviting the right advisors, creating and delivering content, and managing follow‑up.
• Partner with investment management companies to deliver collateral, share leads, and co‑present on specific content.
• Introduce and support advisors on product offerings including MF/ETF models, customized SMA models, tax services, and private client solutions.
• Review and analyze regional reports to prioritize existing and new prospects.
• Partner with internal consultant on converting sales leads into opportunities.
• Utilize key reports and data to establish goals and opportunities for advisors.
• Sustain a sales pipeline through schedule of individual 1:1 and regional meetings.
• Collaborate with marketing, product, platform, and research teams to share content, collateral, and strategy.
• Log all interactions in the firm’s CRM system.

• Master’s Degree preferred.
• Bachelor’s degree from an accredited university in Economics, Finance, Business, or related subjects required.

• Series7 required.
• Ability to travel 50–75% of the time.
• 5+ years in a similar role.
• Driven and goal‑oriented with an enthusiastic sales‑focused personality.
• Extensive knowledge of advisory platforms, wealth‑management concepts, and investment strategies.
• Ability to introduce complex subject matter in a clear, articulate fashion.
• Strong organization and time‑management skills; ability to work independently.
• Deep experience working directly with financial advisors.
• Familiarity with using a client‑relationship‑management program.

• CFP or CIMA certification.