Vice President, Regional Advisory Consultant South

Wealth Management Sales Opportunity in Financial Services Vice President, Regional Advisory Consultant

Location(s): TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA

Role Type:
Full time

The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role combines internal and field-based sales strategy, requiring face‑to‑face interactions focused on driving adoption of the firm’s advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant reports to the VP, Advisory Consulting.

• Educate and promote the benefits of fee‑based business, facilitate adoption of the firm’s advisory technology, introduce appropriate investment managers based on the client’s needs, and help advisors grow their overall advisory businesses.
• Execute a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline; work closely with an internal counterpart to manage sales strategy.
• Drive impactful interactions and events – invite the right advisors, create and deliver content, manage follow‑up. Partner with investment management companies to deliver collateral, share leads, and co‑present on content.
• Introduce and support advisors on product offerings – MF/ETF models, customized SMA models, tax services, and private client solutions.
• Review and analyze regional reports to prioritize prospects; partner with internal consultant on converting leads into opportunities.
• Utilize key reports and data to establish goals and opportunities for advisors.
• Schedule individual 1:1 and regional meetings for your region.
• Engage with Marketing, Product, Platform, and Research teams to share content, collateral, and strategy.
• Log interactions in the firm’s CRM system.

• Master’s degree preferred; bachelor’s degree in Economics, Finance, Business, or related subjects required.

• Series 7 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, investment strategies.
• Ability to introduce complex subject matter in a clear, articulate fashion.
• Ability to work independently with strong organization and time‑management skills.
• Deep experience working directly with financial advisors.
• Familiarity with a client‑relationship management program.

• CFP or CIMA certification.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality, family or marital status, physical, mental, and developmental abilities, genetic information, race, religion, sexual orientation, skin color, class, education, behavioral styles, political affiliation, or any other characteristic protected by law.

Applicants must have valid U.S. work authorization now and for the future that does not require visa sponsorship.