Current jobs related to Regional Vice President- Wealth Management Consultant - Cincinnati - Allworth Financial

  • Regional Vice President Academy Leader

    2 weeks ago

    Cincinnati, Ohio, United States Olympic Recruiting Agency Full time

    Job DescriptionJob Title: Regional Vice President Academy LeaderJob Summary:Olympic Recruiting Agency is seeking a highly motivated and ambitious individual to join our Regional Vice President Academy. As a Regional Vice President Academy Leader, you will have the opportunity to develop your skills in leadership, sales, and communication, and take your...

  • Regional Vice President Academy

    2 weeks ago

    Cincinnati, United States Olympic Recruiting Agency Full time

    Are you looking to take your career in the financial industry to the next level Do you have the passion drive and commitment to succeed If so then the RVP Academy by Team Unstoppable and nbsp;is the opportunity youve been waiting for!Our 18month program is designed to take you from onboarding to Regional Vice President with comprehensive training on...

  • Regional Vice President of Sales

    1 week ago

    Cincinnati, Ohio, United States Constellation Full time

    {"title": "Regional Vice President", "description": "About the RoleAt Constellation Insurance, we're committed to fostering a workplace where diversity, inclusivity, and equity are celebrated. If you're passionate about our mission and have a strong background in life insurance sales, we encourage you to apply.Key ResponsibilitiesGenerate sales and grow...

  • Spring 2024 Wealth Management Internship

    3 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Position OverviewBartlett Wealth Management oversees an impressive portfolio exceeding $8 billion in assets, operating across multiple locations with a dedicated team of 83 professionals. Our approach to wealth management emphasizes collaboration to deliver tailored investment management and financial planning services to our clientele.Role SummaryThe Wealth...

  • Senior Wealth Management Advisor

    2 weeks ago

    Cincinnati, Ohio, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and experienced Senior Wealth Management Advisor to join our team at MAI Wealth Management, Inc. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management advice and solutions to high-net-worth individuals.Key Responsibilities:Develop and...

  • Senior Wealth Advisor

    2 months ago

    Cincinnati, United States MAI Wealth Management, Inc. Full time

    Job DescriptionJob DescriptionGENERAL JOB DESCRIPTIONAccomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...

  • Client Service Operations Team Lead

    3 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job DescriptionJob Summary:Bartlett Wealth Management is seeking a highly skilled Client Service Operations Team Lead to join our team. As a Client Service Operations Team Lead, you will be responsible for leading and managing client service operations functions, including process improvement, CRM administration, and client onboarding.Key...

  • Client Service Operations Team Lead

    3 weeks ago

    Cincinnati, Ohio, United States Bartlett Wealth Management Full time

    Job DescriptionJob Summary:Bartlett Wealth Management is seeking a highly skilled Client Service Operations Team Lead to join our team. As a Client Service Operations Team Lead, you will be responsible for leading and managing client service operations functions, including process improvement, CRM administration, and client onboarding.Key...

  • Vice President of Analytics Strategy

    3 weeks ago

    Cincinnati, Ohio, United States Genpact Full time

    Job Title: Vice President of Analytics StrategyCompany: GenpactOverview:Genpact is a leading global professional services firm dedicated to delivering innovative solutions that drive success for our clients. With a workforce of over 125,000 across more than 30 countries, we are committed to fostering a culture of curiosity and entrepreneurial spirit.Role...

  • Vice President of Human Resources

    7 days ago

    Cincinnati, United States TTS Technologies Full time

    Vice President of Human Resources Direct Hire $120K-$150K (+potential annual bonus) Cincinnati, OH (onsite, and requires travel to various clinics throughout Ohio)   One of our healthcare clients is looking for a Vice President of Human Resources to support multiple health clinics throughout the state of Ohio. Requires travel throughout...

  • Executive Vice President of Operations

    1 week ago

    Cincinnati, Ohio, United States Aquarius Staffing Full time

    {"title": "Vice President of Operations", "description": "Lead Operations with Vision and ExcellenceAquarius Staffing seeks a seasoned Vice President of Operations to drive operational excellence and foster a culture of continuous improvement. As a key member of our leadership team, you will lead, mentor, and develop the organization's management team to...

  • Senior Vice President of Strategic Partnerships

    3 weeks ago

    Cincinnati, Ohio, United States Western & Southern Life Full time

    Position Overview The Senior Vice President of Strategic Partnerships is accountable for effectively directing and managing all client acquisition and support services related to foundations and endowments (F&E). This role is pivotal in fostering client loyalty and driving substantial revenue growth for the organization. The individual will operate with a...

  • Vice President of Business Operations

    1 week ago

    Cincinnati, Ohio, United States Compass Group Careers Full time

    Job SummaryWe are seeking a highly experienced and skilled Vice President of Business Operations to join our team at Compass Group Careers. As a key member of our leadership team, you will be responsible for ensuring the efficient and effective management of our business operations, including the distribution of services to clients and the analysis of...

  • Senior Vice President of Information Security

    3 weeks ago

    Cincinnati, Ohio, United States Paycor Full time

    Position: Vice President & Chief Information Security Officer Location: Remote Paycor is actively looking for a Vice President & Chief Information Security Officer to enhance their dynamic team. This position is ideal for a strategic leader with a robust background in security and a commitment to innovating workforce management. Key Responsibilities:...

  • Senior Vice President of Information Security

    3 weeks ago

    Cincinnati, Ohio, United States Paycor Full time

    Position: Vice President & Chief Information Security Officer Location: Remote Paycor is actively looking for a Vice President & Chief Information Security Officer to enhance their dynamic team. This role is ideal for a visionary leader with expertise in security and a commitment to advancing human resource management. Key Responsibilities: Formulate and...

  • Senior Vice President of Information Security

    3 weeks ago

    Cincinnati, Ohio, United States Paycor Full time

    Position: Vice President & Chief Information Security Officer Location: Remote Paycor is in search of a Vice President & Chief Information Security Officer to enhance their dynamic team. This role is ideal for a strategic leader with expertise in security and a commitment to advancing workforce management. Key Responsibilities: Formulate and implement...

  • Senior Vice President of Compliance and Risk Management

    3 weeks ago

    Cincinnati, Ohio, United States CLevelCrossing Full time

    Senior Vice President of Compliance and Risk ManagementPosition Overview:As the Senior Vice President of Compliance and Risk Management, you will play a pivotal role in ensuring that our organization adheres to regulatory standards and internal policies. You will be responsible for guiding the management team and employees through the complexities of...

  • Vice President of Business Dining

    2 weeks ago

    Cincinnati, United States Compass Group Full time $130,000 - $150,000

    Working as the Vice President of Operations you will ensure assigned business operations are efficient and effective with the proper management of resources, distribution of services to customers, and analyses of systems are conducted. Reporting to a Regional VP, this role is based in Cincinnati and will support 5 large-scale business dining accounts in the...

  • Vice President of Advanced Analytics

    3 weeks ago

    Cincinnati, Ohio, United States Summit Consulting Full time

    Position Overview:The Vice President of Advanced Analytics will be a key player in transforming the analytics landscape within the specialty insurance sector. This role is designed for a strategic leader who will work closely with senior management to leverage data-driven insights that enhance business performance.Key Responsibilities:1. Act as a strategic...

  • Vice President of Growth Strategy

    3 weeks ago

    Cincinnati, Ohio, United States Bon Secours Mercy Health Full time

    At Bon Secours Mercy Health, our commitment lies in the continuous enhancement of healthcare quality, safety, and cost efficiency. Our hospitals, care facilities, and healthcare professionals are acknowledged for their clinical and operational excellence.VICE PRESIDENT OF GROWTH STRATEGY | REMOTEThe Vice President of Growth Strategy is tasked with overseeing...

Regional Vice President- Wealth Management Consultant

4 months ago

Cincinnati, United States Allworth Financial Full time

SUMMARY:

The RVP – Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region. The role requires best-in-class relationship management, communication, and leadership skills. Additionally, excellent analytical and problem-solving skills are necessary to facilitate optimal outcomes for clients. The RVP – Wealth Management Consultant is a pivotal role at Allworth, serving as a regional leader to the broader sales field. The ideal candidate is a natural relationship builder with a proven track record of success and a strong sense of urgency.

The RVP – Wealth Management Consultant works actively as the sales and relationship management leader of their assigned region, and: (1) Serves as the singular point of contact for external referral partners in their assigned sales region, nurturing and expanding those relationships and building a strong pipeline of prospective new business; (2) Effectively coordinates with Allworth advisors, referral partners, and prospective clients during each step of the sales cycle in a timely fashion; and (3) Oversees the onboarding process to ensure a superior client experience and new business success.

DUTIES AND RESPONSIBILITIES:

1. Singular point of contact for referral partners (33%)

Build rapport and establish trust with external referral partners

Consistently and effectively communicate Allworth’s value proposition and ideal client persona to the field

Create a robust pipeline of new business opportunities through qualified external channels

Regularly present to prospective clients and referring partners at various regional events and meetings

Serve as the ultimate ambassador for Allworth’s services and value provide

2. Sales cycle coordination with all internal and external parties (33%)

Learn and understand regional Allworth advisors’ capabilities, areas of expertise, and growth goals to connect them with the right prospective clients

Engage with and identify prospective client needs and communicate to assigned Allworth advisor

Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes

Client experience & new business success (34%)

Maintain up-to-date and superior knowledge of Allworth’s solutions, capabilities, and service offerings

Present proposed solutions to prospective clients and guide the overall sales cycle alongside the assigned Allworth advisor in a timely fashion and to ultimately achieve new business success

Contribute to a positive work environment and culture and consistently demonstrate Allworth’s guiding principles

Strive for continuous market growth and achievement of regional goals set by sales leadership

Willingness to travel 50-75%

EXPERIENCE AND QUALIFICATIONS:

Bachelor’s degree in finance, financial planning or related, or equivalent experience

5+ of successful sales experience in financial services or a related field

Strong financial planning and investment management knowledge

Series 65 or combination Series 7 and Series 66 licenses

Qualified credential, such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), strongly preferred

Working knowledge of Salesforce or a similar CRM a plus

Superior relationship management, communication, and presentation skills

Excellent time management and organizational skills in a fast-paced environment

Strong analytical and problem-solving skills

Must be in good compliance standing with all rules, regulations, and policies, including a clean U4 and solid registration history

Base of $120-150K plus Variable Compensation based on experience, production volume and territory. Estimated total compensation of $250-500K

#J-18808-Ljbffr