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Regional Vice President
1 month ago
Organization
RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. Our purpose is to put clients on a better path to prosperity and we do this by seamlessly orchestrating solutions that take the hard work out of managing a client’s wealth and becoming a partner integral to their well-being. Our vision is to be the last wealth management partner clients need.
Role Overview
The Regional Vice President is responsible for growing our Custodial referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our wealth planning teams. The Regional Vice President will work in a client-centric, team-based environment in partnership with Wealth Advisors and Specialists to service the needs of the firm’s clients.
Responsibilities
- Partner with Financial Consultants and Branch Managers to build strong relationships.
- Foster positive channel partner relationships as the firm’s ambassador.
- Grow and cultivate an assigned geographic region through frequent visits to branch offices, phone wholesaling, and ongoing communication to generate significant referrals.
- Proactively initiate business development calls and identify new sales opportunities.
- Meet directly with channel referral prospects via in-person and phone/video meetings to generate significant volume of new clients and billable assets under management.
- Provide insight and information to become a valuable resource and partner.
Education, Experience and Qualifications
- Bachelor’s degree preferred or equivalent experience.
- At least 5 years of successful sales experience in the financial services industry.
- Series 65 or Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC) .
- CFP® (Certified Financial Planning) designation strongly preferred.
- Comprehensive industry and investment management knowledge.
- Experience using CRM systems (Salesforce preferred).
- Excellent communication, presentation, listening, and analytical skills.
- Proven time management and organizational skills.
- Experience determining the needs of partners and prospects through inquiry, offering solutions, and delivering against the right actions.
- Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Compensation
Total annual compensation is inclusive of a $150,000.00 base salary, or more commensurate with experience, and quarterly variable bonus payments.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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