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Focus Partners Wealth Logo
Focus Partners Wealth

Regional Vice President - Business Development

Reposted 8 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
250K-300K Annually
Senior level
250K-300K Annually
Senior level
Business Intelligence • Financial Services
The RVP is responsible for business development in the Bay area, managing client relationships, and driving sales growth through Fidelity's channel.
Top Skills: Microsoft Office SuiteSalesforce
Focus Partners Wealth Logo
Focus Partners Wealth

Regional Vice President - Business Development

Reposted 9 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
250K-300K Annually
Senior level
250K-300K Annually
Senior level
Business Intelligence • Financial Services
The RVP is responsible for business development, leveraging referral networks, building client relationships, owning the sales cycle, and delivering proposals.
Top Skills: Custodian PlatformsMicrosoft Office SuiteSalesforce
Focus Partners Wealth Logo
Focus Partners Wealth

Associate Wealth Advisor

Reposted 11 Days AgoSaved
Easy Apply
In-Office
San Francisco, CA, USA
Easy Apply
83K-88K Annually
Junior
83K-88K Annually
Junior
Business Intelligence • Financial Services
The Associate Wealth Advisor collaborates with advisors to manage client relationships, assist in financial planning, and coordinate investment strategies.
Top Skills: HolistiplanMoney Guide EliteOrion
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