Regional Director

Job Description

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.

• 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

• At least 10+ years of sales financial industry experience, including at least 5+ years of wholesaling experience or 5+ years of experience as an advisor of one of our referrals partners a must
• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred), MBA or above preferred
• Ability to create and deliver effective presentations, branch meetings, and one-on-ones with financial consultants and their clients
• Ability to conduct and lead wealth management meetings with prospective clients and lead them to a close
• Ability to grow a territory as measured by sales and persistency of business over multiple years
• Strong understanding of financial services and wealth management industry
• Strong organizational and leadership skills
• Excellent written, verbal and presentation skills
• Must reside in territory
• Series 63/65 licenses required
• CFP designation preferred

• Client Focused – Passionate drive to please our referral partners and our clients
• Critical Thinking – thoughtful problem-solving skills
• Commitment to Safeguarding the Beacon Pointe brand by putting the client first and doing the right thing always
• Highest Integrity – even at the expense of business success
• Team Mentality - Partnering effectively with fellow associates and referral partners to drive a team-oriented culture and execute on our goals
• Learning Ability – openness to new ways of thinking and acquiring new skills to retain a competitive advantage

About Beacon Pointe Advisors

Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.