What are the responsibilities and job description for the Regional President position at Fiduciary Search Group?
We are thrilled to have the exclusive search for the role of Southeast Regional President. Our client is a prestigious Barron's top 100 RIA. They are a leading independent private financial services firm. This is a tremendous opportunity for the right individual. Our financial advisors provide comprehensive wealth planning, investment strategy implementation, professional asset management, private banking, institutional consulting, international advisory, and tailored business solutions. We take pride in offering personalized service driven by an unwavering commitment to excellence.
Location: Florida, but will be remote
Reports to: Head of Wealth Management
Travel Yes - regularly to existing branch offices and to Firm meetings and other events.
Compensation: Base comp in the 350-400 range plus bonus and equity (Total comp 800k plus)
Benefits: Medical, Dental, Vision, Life, 401k (for the employee) – 22 PTO plus holidays
Culture: Described as welcoming curiosity and embracing new ideas, with employees feeling empowered to make decisions and be creative in their approach. Lack of politics, ego, and land-grabbing
Background
- Very strong experience recruiting Financial Advisors
- Strong Management experience (Financial advisors)
- Strong coaching and Development experience
Salary : $350,000 - $400,000