Regional Vice President - Pleasanton, CA

Advisor Talent Solutions • Pleasanton, CA

4h • $100,000 • Remote

About The Position

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. The candidate can be based in Honolulu, the Bay Area of northern California, or the Seattle metro area.

Requirements

• 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
• Strong communication, leadership, and organizational skills
• Self-motivated, accountable, and results-driven
• Ability to travel

Nice To Haves

• CFP® preferred

Responsibilities

• 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

Benefits

• Base salary of $100k+ with unlimited upside potential
• 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
• 401k with generous matching

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed