Regional Vice President of Sales

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Our client is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Our client delivers long‑ and short‑term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. The firm is a high‑growth, private‑equity backed, multi‑branch Registered Investment Advisor, primarily fee‑based and employee‑centric, emphasizing client well‑being and education. The business is a multi‑billion‑dollar firm on track for continued growth through acquisitions and organic growth. Our client has received the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction (2021) and is recognized as a Barron’s Top 40 RIA (2022).

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