Vice President, Regional Advisory Consultant

New

OsaicWealth management

Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA)Full-TimeVp

Salary$85,000 - $100,000 per year + sales incentive compensation, paid quarterly.

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Job Details

Bachelor’s degree from an accredited university in Economics, Finance, Business, or a related subject.
Master’s degree preferred.
Series 7 required.
5+ years in a similar role.
Extensive knowledge of advisory platforms, wealth management concepts, and investment strategies.
Deep experience working directly with financial advisors.
Familiarity with a client relationship management program.
Ability to travel 50–75% of the time.
CFP or CIMA certification preferred.
Strong organization and time-management skills and the ability to work independently.

Educate advisors about fee-based business and promote adoption of the firm’s advisory technology and Wealth Management Platform.
Introduce investment managers and help advisors grow their advisory businesses.
Manage regional sales strategy, top opportunities, and the sales pipeline with an internal counterpart.
Organize advisor interactions and events, create and deliver content, and follow up on meetings.
Partner with investment management companies to share collateral and leads and co-present content.
Introduce and support MF/ETF models, customized SMA models, tax services, and private client solutions.
Review regional reports and prioritize prospects, converting sales leads into opportunities with an internal consultant.
Use reports and data to establish advisor goals and identify opportunities.
Schedule individual and regional meetings and log interactions in the firm’s CRM.
Coordinate with Marketing, Product, Platform, and Research teams to share content and strategy with the field.

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