Regional Vice President - Pleasanton, CA

Overview E.A. Buck is a fast-growing wealth management company that’s headquartered in Denver and has a national footprint. We’re seeking a Regional Vice President (RVP) to lead financial advisor teams, drive revenue growth, and deliver an exceptional client experience across a designated region. This is a high-impact, player‑coach role ideal for a proven financial services leader who thrives in a performance‑driven environment. Candidate can be based in Honolulu, the Bay Area of northern California, or the Seattle metro area. What you’ll do Lead, coach, and hold advisors accountable to regional KPIs and revenue goals Manage sales processes, workflows, and performance tracking Maintain a personal client base and support advisor client meetings Deliver training on planning, products, and best practices Drive lead conversion through workshops, events, and integrated marketing efforts Partner with marketing to generate and convert new business opportunities What we’re looking for 10+ years in financial services with leadership and management experience Proven ability to drive sales and develop financial advisors Series 65 or a Series 7 paired with 66 and Life & Health licenses required; CFP preferred Strong communication, leadership, and organizational skills Self‑motivated, accountable, and results‑driven Ability to travel Benefits Base salary of $100k+ with unlimited upside potential. Dependent on Experience & Skills. Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more. Paid vacation (PTO) and paid holidays. Join our mission‑driven company and partake in 401k with generous matching. #J-18808-Ljbffr Advisor Talent Solutions