Regional Vice President - Pleasanton, CA

Regional Vice President - Pleasanton, CA Advisor Talent Solutions Pleasanton, CA Job Details From $100,000 a year 1 day ago Benefits Health savings account Paid holidays Health insurance Dental insurance Flexible spending account Paid time off Vision insurance 401(k) matching

Qualifications Life & Health Insurance License Full Job Description Position:

Regional Vice President Firm:

EA Buck Location:

Pleasanton, CA Overview:

E.A. Buck is a fast-growing wealth management company that's headquartered in Denver and has a national footprint. We're seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region. This is a high-impact, player-coach role ideal for a proven financial services leader who thrives in a performance-driven environment.

NOTE:

Candidate can be based in Honolulu, Bay Area of northern California, or the Seattle metro area. What you'll do: Lead, coach, and hold advisors accountable to regional KPIs and revenue goals Manage sales processes, workflows, and performance tracking Maintain a personal client base and support advisor client meetings Deliver training on planning, products, and best practices Drive lead conversion through workshops, events, and integrated marketing efforts Partner with marketing to generate and convert new business opportunities

What We're Looking For:

10+ years in financial services with leadership and management experience Proven ability to drive sales and develop financial advisors Series 65 or a Series 7 paired with 66 and Life & Health licenses required; CFP® preferred Strong communication, leadership, and organizational skills Self-motivated, accountable, and results-driven Ability to travel

What You'll Get:

Pay & Perks:

Base salary of $100k+ with unlimited upside potential. Dependent on Experience & Skills. Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more. Paid vacation (PTO) and paid holidays. Join our mission-driven company and partake in 401k with generous matching! Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com