Osaic Careers

Wealth Management Sales Opportunity in Financial Services

Vice President, Regional Advisory Consultant - West

Location(s):

California, Nevada, Hawaii, or Alaska

Work Arrangement:

Fully remote role. Candidates must reside within the assigned territory (CA, NV, HI, or AK) and be available for regional travel.

Role Type: Full time

Summary:

The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role will combine internal and field-based sales strategy with the role requiring face-to-face interactions focused on driving adoption of the firm’s advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant will report to the VP, Advisory Consulting.

Responsibilities: