Focus Partners Wealth

Regional Vice President - Business Development

Focus Partners Wealth(5 days ago)

HybridFull TimeSenior$250,000 - $300,000Sales / Business Development
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About this role

Focus Partners Wealth is a growing independent wealth management firm that offers personalized financial planning and investment management. The company is looking for a Regional Vice President to develop business in the Seattle area by building relationships and driving growth through the Schwab Advisor Network channel.

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Required Skills

  • Financial Planning
  • Investment Management
  • Sales
  • Client Relations
  • Microsoft Office
  • Salesforce
  • Custodian Platforms
  • Investment Products
  • Financial Markets
  • Relationship Building

Qualifications

  • Bachelor's degree
  • 5+ years financial services experience
  • Schwab and Fidelity referral channel experience
Focus Partners Wealth

About Focus Partners Wealth

focuspartners.com

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.

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