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Organization
RWA Wealth Partners is a national independent Wealth Management firm serving individuals, families, businesses, and foundations for nearly 30 years. We offer a boutique experience like no other and it is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. Our purpose is to put clients on a better path to prosperity and we do this by seamlessly orchestrating solutions that take the hard work out of managing a client’s wealth and becoming a partner integral to their well-being. Our vision is to be the last wealth management partner clients need.
Role Overview
The Regional Vice President is responsible for growing our Custodial referral platform. The successful candidate will be responsible for developing and maintaining relationships with our channel partners, with the focus on driving sales momentum for one of our wealth planning teams. The Regional Vice President will work in a client-centric, team-based environment in partnership with Wealth Advisors and Specialists to service the needs of the firm’s clients.
Responsibilities
Education, Experience and Qualifications
Compensation
Total annual compensation is inclusive of a $150,000.00 base salary, or more commensurate with experience, and quarterly variable bonus payments.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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#LI-Hybrid
Full Time
$178k-230k (estimate)
06/24/2024
07/12/2024
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Plans and directs an organization's operational policies, objectives, and initiatives for a divisional or regional business segment.
02/16/2022: Roanoke, VA
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Career tips from people on Regional Vice President jobs
Develops strategies and deploys tactics to attain short- and long-term financial and mission-critical operational goals.
03/21/2022: Gainesville, FL
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