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Regional Director for Independent Advisors (Remote/Hybrid)

CFA Institute, San Francisco, CA, United States


A leading financial services firm is seeking a Regional Director to manage client relationships and business development in Northern California. The ideal candidate will have over 10 years of experience in the Financial Services Industry, strong consultative sales abilities, and a Bachelor's Degree (MBA or CFA preferred). You will lead sales efforts, develop strategies for advisor relationships, and present investment capabilities. This role allows for remote flexibility and offers a competitive compensation package including a salary range of $155,000 - $185,000. #J-18808-Ljbffr