Vice President, Regional Advisory Consultant

Osaic

VP, Regional Advisory Consultant overseeing sales strategy and financial planning for advisors. Promoting the firm’s advisory platforms and managing regional consultant interactions.

Posted 5/8/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Driving sales strategy and financial planning adoption for a defined region of advisors
Educating and promoting the benefits of fee-based business
Facilitating adoption of the firm’s advisory technology
Introducing appropriate investment managers based on the client’s needs
Scheduling individual 1:1 and regional meetings for the region
Engaged with Marketing, Product, Platform, and Research teams to share content
Executing a virtual regional strategy focused on managing the region’s top opportunities

Requirements

What you’ll need

Master’s Degree preferred
Bachelor’s degree from accredited university in Economics, Finance, Business, or related subjects required
Series 7 required
Ability to travel 50-75% of the time
5+ years in a similar role
Extensive knowledge of advisory platforms, key wealth management concepts, investment strategies.
Familiarity with using a client relationship management program.
CFP or CIMA certification preferred

Benefits

Comp & perks

Health insurance
Retirement plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningsales strategyinvestment strategiesadvisory technologywealth management conceptsclient relationship management

Soft Skills

communicationfacilitationcollaborationorganizational skillsclient engagement

Certifications

Master’s DegreeBachelor’s DegreeSeries 7CFPCIMA