Director of Advisor Operations - ARLINGTON, VA

**Please send a link or attachment of your portfolio to info@ytswealth.com**

Job Description: YTS Wealth Management is a different kind of wealth management firm. We put the personalized relationship back into Wealth Management. Our firm was founded in2019, with the goal of helping people of all walks of life accomplish all of their financial goals. Instead of looking for reasons to disqualify a new client, we look for reasons to help clients. We have created a financial platform, where clients can solve their financial planning, investment, insurance, and tax problems in one place. Today, we proudly serve over 4,000families, across 10 cities, with $1B in assets, in our care. And we do this asan independent, national fiduciary - which means we are committed to always working in the clients' best interest. When you join our team, you will find that it is different from what you typically see in our industry. Our mission is to bring the best talent together, from all across the nation, to carry the torch forward for our clients for generations to come.

Job Summary: The Regional Vice President is responsible for managing the day-to-day operations of advisors at assigned branches, leading, supporting, and growing our branch locations. The successful candidate will be responsible for developing and maintaining advisor relationships, with the focus on driving sales momentum for our financial planning teams. The Regional Vice President will work in a client-focused, team-centered environment in unison with executive leadership to service the needs of the firm's high net worth clients.

Essential Job Functions for the Regional Vice President will include:‍
· Partnering with Wealth Managers and Branch Managers to build strong relationships
· Fostering positive channel partner relationships as ambassador of YTS Wealth Management
· Growing and cultivating an assigned region through frequent visits to branch offices, phone wholesaling, and ongoing communication with the express purpose of sustaining and increasing revenue
· Proactively initiating business development calls and identifying new sales opportunities
· Meeting directly with channel referral prospects via in-person and phone/video meetings with the express purpose of bringing in a significant volume of new clients and billable assets under management
· Working with Client Service units to develop client referral relationships including meeting with referrals via in-person and phone/video meetings and ultimately closing opportunities
· Providing insight and information to become a valuable resource and partner
· Implementing company policies and procedures
· Ensuring adherence to company standards
· Performing other duties as assigned

‍Required Knowledge, Skills and Abilities:
· Bachelor's degree preferred or equivalent experience
· At least 5 years of successful sales experience in the financial services industry
· Series65 or combination of Series 7 and Series 66 license required unless candidate holds one of the following credentials: Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)
· CFP® (Certified Financial Planning) designation preferred
· Comprehensive industry and investment management knowledge
· Experience using CRM systems (Redtail and Salesforce preferred)
· Excellent communication, presentation, listening and analytical skills
· Proven time management and organizational skills in high volume, high energy environments
· Experience determining the needs of partners and prospects through probing questions, offering solutions and asking for the right actions
· Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint
· Flexibility to travel up to 75%

Location: This position is to cover the PA DMV geographic area

Work Schedule: Position will include daytime and evening hours.
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Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, willbe assigned to a work station.
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Job Type: Full-time‍
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Benefits:
• 401(k)
• 401(k)matching
• Dental insurance
• Health insurance
• Vision insurance
• Paid Time Off

Schedule:
• Monday to Friday
• On Call
• Overtime

Ability to Relocate: Arlington, VA: Relocate before starting work (Required)

Work Location: In-Person