Sign upLog in
See more jobs

Regional Vice President - Pleasanton, CA

Advisor Talent Solutions
  • Pleasanton, California
    30+ days ago

    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:
    • Earn a $100,000+ base salary plus uncapped income potential.
    • Benefit from a unique regional override structure, rewarding you for developing and coaching successful advisors across your territory.
    • Enjoy 100% employer-paid health, dental, and vision coverage.
    • Access additional benefits including Flexible Spending Accounts (FSA) and supplemental coverage options.
    • Take advantage of generous PTO and paid holidays.
    • Invest in your future with a 401(k) plan featuring company contributions.
    • Join a growing, mission-driven organization where your leadership directly influences advisor success and client outcomes.
     
     
     
     
    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         
     
     

    Numbers & Facts

    LocationPleasanton, California
    Websitehttps://advisortalentsolutions.com/careers/

    More jobs like this

    See more jobs

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.