E.A. Buck is a fast-growing wealth management company with dual headquarters in Honolulu and 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.
Salary / Benefits Package:
- 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.
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
Job 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; CFP® preferred
- Strong communication, leadership, organizational skills, must be comfortable with public speaking
- Self-motivated, accountable, and results-driven
- Ability to travel
- Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.
Regional Vice President in seattle at Unknown Company
This position is listed as full time and onsite.