Regional Vice President, Wealth

Description

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: 

As a Regional Vice President, Wealth:

You will report to the AVP, Wealth Distribution. You will provide leadership and direction for the implementation and ongoing support of Meridian’s Wealth Management strategy. This role would develop practice management standards; assist in the development of annual sales plans and budgets for the Wealth Management line of the business.

This role is accountable overall for leading and developing a team of Financial Planners, whose competencies include financial planning and investment services, to achieve established sales targets and op...