Associate Regional Director, Wealth Management

Employer Industry: Financial Services

• Salary up to $100K base with total target compensation of $125-200K including sales-based incentives
• Opportunities for career advancement and growth within the organization
• Engage in a collaborative work environment with regular networking opportunities
• Access to learning resources and ongoing training to enhance your skills
• A commitment to ethical practices and a diverse, inclusive workplace
• Flexibility to work remotely

• Develop and execute strategic plans for wealth management within your geographical territory
• Provide one-on-one coaching and support to novice and experienced financial advisors
• Conduct coaching program focus groups for high-potential wealth advisors
• Deliver agency training on key financial planning concepts and practices
• Execute wealth management sessions at field conferences and events

• Bachelor’s degree or High School Diploma with 10+ years of experience in investment management and financial planning
• Minimum 5 years of sales experience in investment management and financial planning products
• At least 2 years of experience with insurance and wealth management products
• Ability to travel up to 50% as needed
• Must pass a non-registered fingerprinted background check as part of the hiring process

• Bachelor’s degree in Business, Economics, or a related field
• FINRA Licensing - Series 7 and Series 66 (or 65 + 63) at the time of application
• Strong understanding of the challenges faced by financial advisors as small business owners
• Proven sales experience across multiple financial products
• Excellent presentation skills in both in-person and virtual settings

#Financial Services #Wealth Management #Career Opportunity #Remote Work #Diversity And Inclusion

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