Vice President, Regional Advisory Consultant South
Osaic Careers
Wealth Management Sales Opportunity in Financial Services
Vice President, Regional Advisory Consultant
Location(s):
TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA
Work Arrangement:
Fully remote role. Candidates must reside within the assigned territory (TX, NM, AZ, UT, CO, KS, MO, OK, AR, or LA) 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:
Educating and promoting the ben...