Principal and Senior Vice President, Financial Services at OneDigital

You're a seasoned financial services leader with at least 15 years of experience, including 7+ years in leadership, and you hold a Bachelor's degree in a related field or equivalent experience. A Master's degree and specific certifications like CFP® or CFA® are preferred. **What makes it worth a look...** OneDigital is offering a full-time, on-site role in RIA-Danvers, MA, with a compelling salary range of $300,000–$400,000 annually. This position offers direct impact on business strategy and client relationships. **You might be a good fit if you...** * Have a proven track record growing advisory teams in wealth management and retirement plan consulting. * Possess a strong understanding of financial planning, investment management, ERISA regulations, and fiduciary best practices. * Demonstrate discipline in sales pipeline management and CRM usage, preferably Salesforce. * Are licensed to be registered as an IAR of OneDigital Investment Advisors, holding a Series 65, or Series 7 plus 66, or a CFP®/CFA® designation.