×
Register Here to Apply for Jobs or Post Jobs. X

Associate Regional Director, Wealth Management

Job in Santa Fe, Santa Fe County, New Mexico, 87503, USA
Listing for: MassMutual
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 125000 - 200000 USD Yearly USD 125000.00 200000.00 YEAR
Job Description & How to Apply Below

Employer Industry: Financial Services

Why consider this job opportunity:
  • Base salary up to $100K, with total target compensation ranging from $125K to $200K
  • Sales-based incentive opportunities to enhance earning potential
  • Access to diverse networking opportunities and Business Resource Groups
  • Regular one-on-one meetings and support from management to foster professional growth
  • Work within a strong, stable, and ethical business environment with industry-leading pay and benefits
  • Flexibility to work remotely
What to Expect (Job Responsibilities):
  • Develop and execute strategic plans to support advisors in achieving Wealth Management goals
  • Provide one-on-one coaching and support to novice and experienced financial advisors
  • Conduct coaching program focus groups and support training boot camps for high potential advisors
  • Deliver agency training on key financial planning and investment management concepts
  • Collaborate with the Regional Director and other team members to implement strategies effectively
What is Required (Qualifications):
  • Bachelor’s degree or high school diploma with 10+ years of experience in investment management and financial planning
  • 5+ years of sales experience with investment management and financial planning products
  • 2+ years of experience with insurance, wealth management, and related products
  • Ability to travel upwards of 50%
  • Must pass a non-registered fingerprinted background check to qualify under FINRA
How to Stand Out (Preferred Qualifications):
  • Bachelor’s degree in Business/Economics or a related field
  • FINRA Licensing - Series 7 and Series 66 (or 65 + 63) at time of application
  • Strong presentation skills in both live and virtual formats
  • Deep understanding of the challenges financial advisors face as small business owners
  • Proven sales experience across multiple financial products
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary