What are the responsibilities and job description for the Regional Director position at Beacon Pointe?
Job Description
We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area. The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of his/her assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches. 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.
Responsibilities
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. 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.
We are currently seeking a highly talented and motivated individual to join our wealth advisory team as a Regional Director responsible for coordinating sales efforts across our network of referral channels in the Los Angeles, CA area. The candidate will be responsible for building and maintaining relationships with financial advisors at our referral partner branches in the region assigned. Sales are driven through segmentation of advisors, a consultative sales approach, meetings, and topical webcasts. The Regional Director will also be responsible for coordinating and leading members of his/her assigned partner office wealth advisory team to convert prospective clients referred through our referral partner branches. 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.
Responsibilities
- 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
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. 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.
