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Regional Director

4 weeks ago


Charlotte, United States Claire Myers Consulting Full time

Location: Charlotte, NC Compensation: $300,000 - $400,000 (base salary + performance-based incentives) Our client is a high-performing financial and wealth management firm seeking a Regional Director to expand and lead their presence in North Carolina. This is a key leadership role for someone who thrives in growing markets, building strong teams, and elevating new advisor performance through hands‑on support, coaching, and recruiting. This opportunity is ideal for a mission-driven leader who understands the importance of cultural fit, long‑term vision, and advisor success in a commission-based environment. What You’ll Do: Market Growth & Strategic Expansion: Drive expansion efforts in the North Carolina market Execute a regional growth strategy that aligns with the firm's goals Forge partnerships that increase visibility and revenue Leadership & Culture Development: Coach and mentor new financial professionals Foster a culture rooted in collaboration, accountability, and long‑term success Support existing teams and develop new markets with intention Lead advisor recruiting efforts for both experienced and early‑career professionals Prioritize cultural fit and long‑term alignment over short-term volume Partner with internal recruiting to deepen talent pipelines Advisor Enablement & Client Excellence: Support the firm’s comprehensive financial planning model Help advisors deliver high‑value client experiences using innovative tools and technology Champion advisor growth while encouraging ownership and independence Ideal Candidate: 5+ years of leadership experience in financial services, wealth management, or related fields Strong track record of recruiting and training/mentoring commission-based financial professionals Experience as a Financial Advisor (required) Sharp marketing and business development acumen Passion for developing people, building culture, and growing markets Licensed with Series 7, Series 66, and Life & Health Strategic thinker who thrives in entrepreneurial environments Compensation: Total Compensation: $300,000 – $400,000 (base salary + performance-based bonuses) Seniority level Director Employment type Full-time Job function Finance #J-18808-Ljbffr