Associate Regional Vice President
Location
Ohio
Posted
7 days ago
Salary
$175K - $225K / year
Seniority
Mid Level
Job Description
Job Requirements
- Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
- Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA or CIMA
- Minimum 3 years’ sales experience in the wealth management industry
- Prior experience as an advisor / wealth manager, managing clients, preferred
- Excellent communication, presentation, listening and analytical skills
- Ability to travel up to 50%
- Must have a clean U4 with no disclosures
Benefits
- Health and dental insurance
- 401k retirement plan
- Paid time off
- Training and professional development
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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