Associate Regional Director, Wealth Management

Employer Industry: Financial Services

• Base salary up to $100K, with total target compensation ranging from $125K to $200K
• Sales‑based incentive opportunities to enhance overall earnings
• Access to diverse Business Resource Groups for networking and support
• Opportunity for career advancement and professional development
• Work in a company with a strong ethical foundation and industry‑leading pay and benefits
• Flexible remote work options available

• Develop and execute strategic plans for financial advisors within your geographical territory
• Provide one‑on‑one coaching and support for novice and experienced advisors to enhance their financial planning business
• Conduct coaching program advisor focus groups and support training sessions
• Deliver agency training on key financial concepts and practice management approaches
• Collaborate with the Regional Director and other team members to drive strategic implementation

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

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

#Financial Services #Career Opportunity #Remote Work #Coaching #Sales Incentives #Diversity And Inclusion

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