- California, United States +3 more
- Full-time · Senior
- $85K–$100K per year
- 5+ years
The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors.
Locations (4)
- California, United States
- Nevada, United States
- Hawaii, United States
- Alaska, United States
Compensation
$85,000 - $100,000 per year + sales incentive compensation, paid quarterly.
Responsibilities
- Educating and promoting the benefits of fee-based business
- Facilitating adoption of the firm’s advisory technology
- Introducing appropriate investment managers based on the client’s needs