Regional Director, Independent Advisors (remote/in-territory Eligible) - Northern California

DIMENSIONAL

Santa Monica, CA, US
Base: $155,000 - $185,000; bonus: eligible; benefi...
Hybrid
10+ years financial services experience
Fee-based advisor network
Investment theory knowledge
Dimensional is seeking a Regional Director for Independent Advisors in Northern California, responsible for managing relationships and business development with financial advisors. The ideal candidate should possess extensive experience in the financial services industry, strong consultative sales abilities, and a solid understanding of investment strategies

Job Summary

  • The Regional Director is responsible for relationship management and business development of both existing and new clients in the Northern California region.
  • This role requires educating advisors on capital market behavior and investment theory while consulting on building efficient practices.
  • Dimensional offers comprehensive benefits, educational initiatives, and a culture celebrating history, culture, and growth.

Matching Summary

Match Score: 85

Dimensional is seeking a Regional Director for Independent Advisors in Northern California, responsible for managing relationships and business development with financial advisors. The ideal candidate should possess extensive experience in the financial services industry, strong consultative sales abilities, and a solid understanding of investment strategies.

Salary

Base: $155,000 - $185,000; Bonus: Eligible; Benefits: Comprehensive benefits and educational initiatives

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Fee-based advisor network
  • Investment theory knowledge
  • Series 7 and Series 63/66 licenses

Nice-to-have

  • MBA or CFA preferred
  • Entrepreneurial spirit
  • High energy and passion
  • Collaborative team player

Key Requirements

  • Bachelor's degree required
  • SIE license within 12 weeks
  • Series 7 license required
  • Series 63 or 66 license required
  • No immigration sponsorship available

Work Rights

Not specified

Tailored Resume

Cover Letter