Vice President, Territory Advisory Consultant
Location
Texas
Posted
48 days ago
Salary
Not specified
Seniority
Lead
Job Description
Job Requirements
- Demonstrates executive presence, builds a strong personal brand, and establishes credibility as a field leader.
- Able to lead through influence even without formal authority.
- Extensive understanding of sales metrics, territory dynamics, and what levers to pull to elevate firm performance.
- Focused on driving growth through data-informed decisions and strategic pressure points.
- Deep experience in financial services, spanning products, operations, advisory, and negotiations.
- Combines historical knowledge with practical know-how to navigate complexity and build field credibility.
- Understanding of the sales process and ongoing activity pertaining to maintaining and growing AUM.
- Anticipates advisor needs and designs creative, high-impact programs that resonate.
- Knows how to package and promote initiatives to drive advisor engagement and participation.
- High motivation and energy with the ability to drive production, AUM, and revenue objectives relatively autonomously.
- Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc.
- Solid understanding of compliance.
- Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus.
- Industry recognized designations such as ChFC, CFP are highly desirable.
Benefits
- Market competitive base salaries, with a yearly bonus potential at every level .
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave .
- 401(k) plan with company match (up to 4%).
- Company-funded pension plan.
- Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
- Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
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