Job Description

We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels.  The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of his/her assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches.  The ideal candidate will have a demonstrated track record of success of sales in the financial advisory industry as well as extensive knowledge of wealth management topics – investments, financial planning, etc.  The ideal candidate will also have an existing network of relationships with our referral partners or a demonstrated ability to build one quickly.  

Responsibilities

• Strategically plan and manage resources to maximize territory sales
• Develop and manage a strong and active pipeline
• Work directly with Financial Consultants from our referral partners to identify prospective Beacon Pointe clients and convert them
• Partner with other Beacon Pointe wealth advisors and associates to develop proposals for, convert and onboard new clients and maintain relationships with legacy clients.
• Minimum of twenty (20) meetings per week in the field conducting one-on-one meetings with referral partner advisors and/or prospects, presentations, webinars, or branch meetings
• Salesforce CRM Usage Required
• Reports to Company’s Senior Leadership Team
• 25% travel required
• Other duties may be assigned