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Regional Business Development Manager (West Region)

Company

Cetera

Location

San Diego, California

Posted

June 29, 2026

Position Overview

Regional Business Development Manager is responsible for presenting and representing CFG as the wealth management firm of choice for independent, growth-oriented Financial Advisors and managing the recruitment of prospective Financial Advisors. This will be a regional opportunity that requires traveling 50% or more of the time to the West Region. The West Region includes: AK, AZ, CA, CO, HI, ID, MT, NM, NV, OR, UT WA, WY. The candidate must be located within region to be considered for the role.

What you will do:

  • Develop leads and build relationships with prospective Financial Advisors. through professional yet persistent, ongoing contact.
  • Create a recruiting plan for your territory.
  • Accountable for meeting recruitment goals.
  • Serve as the primary point of contact with Financial Advisors, articulate and sell our business model and the benefits of affiliating with CFG.
  • Use your discretion in evaluating an advisor’s fit for CFG throug...
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