Regional Director - Financial / Wealth Management
Claire Myers ConsultingCharlotte, NC, USjob_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionCoach and mentor new financial professionals Foster a culture rooted in collaboration, accountability, and long-term success Support existing teams and develop new markets with intention Lead advisor recruiting efforts for both experienced and early-career professionals Prioritize cultural fit and long-term alignment over short-term volume Partner with internal recruiting to deepen talent pipelines Support the firm’s comprehensive financial planning model Help advisors deliver high-value client experiences using innovative tools and technology Champion advisor growth while encouraging ownership and independence 5+ years of leadership experience in financial services, wealth management, or related fields Strong track record of recruiting and training / mentoring commission-based financial professionals Experience as a Financial Advisor (required) Sharp marketing and business development acumen Passion for developing people, building culture, and growing markets Licensed with Series 7, Series 66, and Life & Health Strategic thinker who thrives in entrepreneurial environments Total Compensation : $300,000 – $400,000 (base salary + performance-based bonuses)
Job Description
Job Description
Regional Director – Financial / Wealth Management
Location : Charlotte, NC
Compensation : $300,000 - $400,000 (base salary+ performance-based incentives)
Our client is a high-performing financial and wealth management firm seeking a Regional Director to expand and lead their presence in North Carolina. This is a key leadership role for someone who thrives in growing markets, building strong teams, and elevating new advisor performance through hands-on support, coaching, and recruiting.
This opportunity is ideal for a mission-driven leader who understands the importance of cultural fit, long-term vision, and advisor success in a commission-based environment.
What You’ll Do :
Market Growth & Strategic Expansion :
- Drive expansion efforts in the North Carolina market
- Execute a regional growth strategy that aligns with the firm's goals
- Forge partnerships that increase visibility and revenue
Leadership & Culture Development :
Recruiting & Retention :
Advisor Enablement & Client Excellence :
Ideal Candidate :
Compensation :
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Regional Director • Charlotte, NC, US
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