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Regional Vice President - Honolulu, HI

Advisor Talent Solutions

Honolulu, Hawaii

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JOB DETAILS
SKILLS
Best Practices, Coaching, Communication Skills, Customer Experience, Customer Support/Service, Develop and Maintain Customers, Event Marketing, Financial Planning, Financial Services, Leadership, Marketing, Organizational Skills, Performance Analysis, Performance Metrics, Process Management, Product Planning, Revenue Growth, Sales Management, Series 65, Series 7, Team Lead/Manager, Training/Teaching, Wealth Management, Willing to Travel
LOCATION
Honolulu, Hawaii
POSTED
5 days ago
Position: Regional Vice President
Firm: EA Buck
Location: Honolulu, HI
 
Overview:
 
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.
 
NOTE: Candidate can be based in Honolulu, Bay Area of northern California, or the Seattle metro area.
 
What you’ll do:
  • 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
 
What We’re Looking For:
  • 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, and organizational skills
  • Self-motivated, accountable, and results-driven
  • Ability to travel
 
 
What You’ll Get:
 
Pay & Perks:
  • Base salary of $100k+ with unlimited upside potential.  Dependent on Experience & Skills.
  • 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.
  • Join our mission-driven company and partake in 401k with generous matching!
 
 
 
 
Presented by Advisor Talent Solutions
 
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
 
Learn more about our approach and services at advisortalentsolutions.com         
 
 

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Advisor Talent Solutions