Associate Regional Director, Wealth Management

Employer Industry: Financial Services

• Salary up to $100K base, with total target compensation ranging from $125K to $200K including sales-based incentives
• Opportunity for career advancement and growth within the organization
• Access to diverse networking opportunities through various Business Resource Groups
• Comprehensive benefits package and industry-leading pay
• Supportive and collaborative work environment with regular meetings and focused one-on-one sessions with management
• Flexibility to work remotely

• Develop and execute strategies for coaching advisors on financial planning, investment management, and client acquisition
• Conduct regular coaching programs and support boot camps for high‑potential wealth advisors
• Deliver agency training on key financial concepts and practices
• Collaborate with the Regional Director to implement strategic plans for the geographical territory
• Execute Wealth Management sessions at field conferences

• Bachelor’s degree or High School Diploma with 10+ years of experience in investment management and financial planning
• 5+ years of sales experience in investment management and financial planning products
• 2+ years of experience with insurance and wealth management products and services
• Ability to travel upwards of 50%
• Must reside in one of the following states: FL, LA, MS, GA, SC, NC, VA

• Bachelor’s degree in Business/Economics or similar field
• FINRA Licensing - Series 7 and 66 (or 65 + 63) at the time of application
• Deep understanding of the challenges faced by financial advisors as small business owners
• Strong presentation skills in both live and virtual formats
• Self‑motivated team player with a consultative approach

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

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