VP-Wealth Management

At TRC, we partner with high-growth organizations to connect exceptional talent with impactful career opportunities. This opportunity is with one of the fastest-growing RIAs in the country, specializing in retirement planning, investment management, and comprehensive financial planning solutions.

Summary

We are seeking an experienced Regional Vice President, Wealth Management to join a rapidly growing advisory team. This role is focused on engaging qualified prospective clients, understanding their financial goals, presenting tailored wealth management solutions, and successfully closing new business opportunities.

This is not a cold-calling role. Qualified prospects are provided by the internal sales team, allowing advisors to focus on relationship building, consultative planning, and delivering an exceptional client experience. Once the sales process is completed, clients are transitioned to local financial advisors for ongoing service and support.

The ideal candidate is a highly consultative financial professional with a strong track record of business development, relationship management, and closing new client relationships.

Responsibilities

• Review prospect information with the sales team to determine suitability for the firm and client needs
• Prepare and lead phone or virtual discovery meetings with prospective clients
• Build trust with prospects and establish formal advisory relationships for qualified clients
• Understand the expertise and capabilities of local Allworth advisors to align clients appropriately
• Collaborate on financial planning, investment, retirement, estate, and tax planning recommendations
• Present tailored financial solutions and guide prospects through the sales process
• Partner closely with advisors and support teams to ensure a seamless onboarding experience
• Maintain detailed client records, notes, and follow-up activities within Salesforce and CRM systems
• Become a subject matter expert on Allworth’s integrated planning and advisory services
• Contribute to a collaborative, client-focused culture while consistently demonstrating company values

Requirements

• CFP® or ChFC® designation preferred
• Must hold or be willing to obtain Series 7, 63/65, and Life Insurance licenses
• Minimum of 5 years of client-facing wealth management or financial planning experience
• 3+ years of demonstrated success closing new business opportunities
• Bachelor’s degree required; advanced degree preferred
• Strong relationship-building, communication, presentation, and analytical skills
• Ability to build trust and guide clients through complex financial discussions
• Experience with financial planning and CRM platforms such as MoneyGuidePro, Salesforce, Tamarac, and Zoom preferred
• Self-starter with the ability to work independently in a fast-paced environment
• Comfortable balancing remote and in-person client engagement responsibilities

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.