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GoodLeap
Roseville, CA, United States
About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of
Job Source: GoodLeapMountain Machine Works
Auburn, CA, United States
Vice President Mountain Machine Works (MMW) is seeking an experienced leader to be the VP of of our Auburn, Maine manufacturing plant. This key individual will oversee all manufacturing operations and report directly to the CEO. This role requires proven ability to lead, coach, and drive team performance. In addition to leading all operations, the
Job Source: Mountain Machine WorksCLevelCrossing
Sacramento, CA, United States
SENIOR CORPORATE ASSOCIATE SACRAMENTO Seeking a senior level associate with at least 5 years of relevant experience in mergers and acquisitions, representation of technology companies and venture capital investments. Associate will work with partners on a broad range of matters for a variety of clients. DescriptionThe Regional Vice President, Marke
Job Source: CLevelCrossingEquitable Advisors
Folsom, CA, United States
Why become a financial professional? Pursue what’s possible. Becoming a financial professional allows you to make a difference in the lives of others by helping clients achieve their financial goals. Together we guide clients forward with courage and wisdom- supporting them in making the choices that help them lead a fulfilled life- with our finan
Job Source: Equitable AdvisorsAmerican Institutes for Research
Sacramento, CA, United States
American Institutes for Research Vice President, Health Sacramento , California Apply Now Established in 1946, with headquarters in Arlington, VA, the American Institutes for Research (AIR) is an independent, nonpartisan, not-for-profit institution that conducts behavioral and social science research and delivers technical assistance
Job Source: American Institutes for ResearchAmerican Institutes for Research
Sacramento, CA, United States
**Overview** Established in 1946, with headquarters in Arlington, VA, the American Institutes for Research (AIR) is an independent, nonpartisan, not-for-profit institution that conducts behavioral and social science research and delivers technical assistance and capacity building services in the U.S. and internationally in health, education, workf
Job Source: American Institutes for ResearchConfluent
Sacramento
With Confluent, organizations can harness the full power of continuously flowing data to innovate and win in the modern digital world. We have a purpose that drives us to do better every day – we're creating an entirely new category within data infrastructure - data streaming. This technology will allow every organization to create experiences and
Job Source: ConfluentBravado
Sacramento, CA, United States
Vice President of Sales United States of America (Remote) OTE $250,000 - $600,000 *This post was created on behalf of one of Bravado’s clients. Our client is a growing startup specializing in luxury home rentals catering to global nomads. They are looking to hire a high performing directors or VPs of sales with experience leading teams at high grow
Job Source: BravadoFolsom, CA, United States
SUMMARY: The RVP – Wealth Management Consultant is responsible for nurturing and expanding our referral partnerships, working alongside Allworth Advisors to cultivate new client relationships, and ensuring new business success in their assigned sales region. The role requires best-in-class relationship management, communication, and leadership skills. Additionally, excellent analytical and problem-solving skills are necessary to facilitate optimal outcomes for clients. The RVP – Wealth Management Consultant is a pivotal role at Allworth, serving as a regional leader to the broader sales field. The ideal candidate is a natural relationship builder with a proven track record of success and a strong sense of urgency.
The RVP – Wealth Management Consultant works actively as the sales and relationship management leader of their assigned region, and: (1) Serves as the singular point of contact for external referral partners in their assigned sales region, nurturing and expanding those relationships and building a strong pipeline of prospective new business; (2) Effectively coordinates with Allworth advisors, referral partners, and prospective clients during each step of the sales cycle in a timely fashion; and (3) Oversees the onboarding process to ensure a superior client experience and new business success.
DUTIES AND RESPONSIBILITIES:
1. Singular point of contact for referral partners (33%)
Build rapport and establish trust with external referral partners
Consistently and effectively communicate Allworth’s value proposition and ideal client persona to the field
Create a robust pipeline of new business opportunities through qualified external channels
Regularly present to prospective clients and referring partners at various regional events and meetings
Serve as the ultimate ambassador for Allworth’s services and value provide
2. Sales cycle coordination with all internal and external parties (33%)
Learn and understand regional Allworth advisors’ capabilities, areas of expertise, and growth goals to connect them with the right prospective clients
Engage with and identify prospective client needs and communicate to assigned Allworth advisor
Inform and help create all prospective client deliverables including financial planning, investments, estate, and tax advice to achieve optimal outcomes
Client experience & new business success (34%)
Maintain up-to-date and superior knowledge of Allworth’s solutions, capabilities, and service offerings
Present proposed solutions to prospective clients and guide the overall sales cycle alongside the assigned Allworth advisor in a timely fashion and to ultimately achieve new business success
Contribute to a positive work environment and culture and consistently demonstrate Allworth’s guiding principles
Strive for continuous market growth and achievement of regional goals set by sales leadership
Willingness to travel 50-75%
EXPERIENCE AND QUALIFICATIONS:
Bachelor’s degree in finance, financial planning or related, or equivalent experience
5+ of successful sales experience in financial services or a related field
Strong financial planning and investment management knowledge
Series 65 or combination Series 7 and Series 66 licenses
Qualified credential, such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC), strongly preferred
Working knowledge of Salesforce or a similar CRM a plus
Superior relationship management, communication, and presentation skills
Excellent time management and organizational skills in a fast-paced environment
Strong analytical and problem-solving skills
Must be in good compliance standing with all rules, regulations, and policies, including a clean U4 and solid registration history
Base of $120-150K plus Variable Compensation based on experience, production volume and territory. Estimated total compensation of $250-500K
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Email Alert for Regional Vice President- Wealth Management Consultant jobs in Folsom, CA, United States
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