West Regional Wealth Advisory Executive
advisor groupNew York, NY
West Regional Wealth Advisory Executive
advisor groupNew York, NYSenior L5
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)Advisor Group Inc. is seeking a Vice President, Regional Advisory Consultant for the West region, responsible for driving sales strategy and adopting the firm's Wealth Management Platform. The role includes significant travel (50-75%) and requires strong organizational skills and experience with financial advisors.
The ideal candidate holds a Master's or Bachelor's degree in a relevant field and has over 5 years of relevant experience. Responsibilities include promoting fee-based business, facilitating technology adoption, and collaborating with diverse teams.
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Level
Senior L5
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago