Regional Director, Advisory - New Partner Optimization

Regional Director, Advisory - New Partner Optimization. Lead. Inspire. Drive Growth. Shape strategy, build partnerships, and empower teams to deliver exceptional results.

Requirements

• Bachelor's degree in business, finance, marketing or related field from an accredited college or university required; master's degree preferred.
• Minimum of 10 years in the wealth management industry.
• Minimum of 5 years in a leadership role and accountable for regional revenue targets or similar.
• Registration due to the supervisory nature of other Investment Advisor Representatives (IARs). Therefore, holding a current Series 65 (or equivalent) or holding another qualifying designation (CFP, CFA, PFS, CIC, ChFC) is required.

Benefits

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks