Unknown Company

Regional Vice President

seattle, wa • Posted 1 weeks ago
Onsite Full Time Finance

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.

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Regional Vice President in seattle at Unknown Company

This position is listed as full time and onsite.

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