We have an opening for a Regional Director, Advisory based in various office locations.
This role leads and oversees the Advisory team, supporting office and advisor growth, managing goals, policies, and training. Responsibilities include supervising up to 8 advisors, facilitating meetings, developing policies, and serving as a liaison between staff and advisors.
Ideal candidates are team players with a growth mindset, strong communication skills, and leadership experience in wealth management. Qualifications include a bachelor’s degree, CFP certification, 10+ years in financial services, and 5+ years of leadership.
Benefits include bonus, 401(k), health coverage, paid vacation, professional development, and partial remote work. Salary ranges from $175,000 to $225,000 annually.
We are an equal opportunity employer committed to diversity and privacy. No phone inquiries; visit our website for more information.