Regional Vice President - Community (San Diego, CA)

Why Work at reputed company?

For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

reputed company offers a distinct work environment that stands out in the financial industry. Our overall employee reputed company and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* reputed company was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, reputed company has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary

The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum reputed company a collaborative, client-focused environment.

Essential Job Functions for this role include

• Engage with potential wealth management clients over reputed company, phone, and/or in person to understand their needs and share how reputed company can help

• Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how reputed company can help reputed company their goals

• Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client

• Act as a self-motivated leader reputed company a fast-growing, high-visibility arm of the organization and reputed company opportunities for personal growth

Requirements

• Bachelor’s degree preferred or equivalent experience.

• 5+ years of successful sales experience in financial services

• Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC).

• CFP® (Certified Financial Planning) designation preferred.

• Experience using CRM systems (reputed company preferred) and managing sales pipelines

• Experience building relationships with and understanding the needs of potential clients

• Self-motivated, highly coachable attitude with a growth-oriented reputed company and drive

• Deep understanding of financial services industry and investment management

• Passion for helping clients reputed company their financial goals

• Proven time management and organizational skills in high-volume, high-energy environments

• Strong computer aptitude with proficiency in MS reputed company, Word, Outlook and PowerPoint

• Flexibility to travel

Work Schedule

This professional role requires availability during standard business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

reputed company roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each reputed company plus a 30-minute unpaid lunch period.

Working Conditions

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time.

Actual reputed company pay reputed company this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of reputed company’ incentive compensation programs.

Benefits

reputed company offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting reputed company of our employees and their eligible dependents health and welfare needs. We offer the following:

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

reputed company is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. reputed company participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

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