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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.

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