Principal and Senior Vice President, Financial Services at OneDigital

This role is for a seasoned veteran with 15 years of wealth management or retirement consulting experience who has spent at least 7 years leading advisory teams

Work type: onsite

Location: RIA-Danvers, MA

Salary: $300,000 – $400,000/yr

Type: Full-time

This role is for a seasoned veteran with 15 years of wealth management or retirement consulting experience who has spent at least 7 years leading advisory teams. You need to be a player-coach who is comfortable managing a full P&L while still personally engaging with high-level clients and centers of influence. **What makes it worth a look...** The compensation is high, reaching up to $400,000 annually plus potential equity and variable bonuses. It is a rare chance to run an entire branch office in Danvers with total autonomy over hiring, strategy, and regional growth. **You might be a good fit if you...** * Hold an active Series 65, CFP, or CFA designation. * Have a deep understanding of ERISA regulations and fiduciary standards. * Feel comfortable managing a multi-disciplinary team of retirement and wealth advisors. * Live within commuting distance of Danvers to lead the team on-site.

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