Regional Sales Director
Wilmington, DE · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Regional Sales Director
Wilmington, DE · On-site
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
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S. * Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred. * Series 7 and 63 licenses required; Series 24 preferred. * Minimum of 6 years of experience in the financial services industry.
Cfp Cfa information
Is CFP and CFA a good combination?
The CFP (Certified Financial Planner) and CFA (Chartered Financial Analyst) designations are both highly regarded in the finance industry and can complement each other well for financial planning and investment management roles. Holding both certifications can expand career opportunities, demonstrate a broad skill set, and increase credibility with clients and employers. However, pursuing both requires significant time and effort, as each has distinct requirements and focus areas.
What is the difference between Cfp Cfa vs Financial Analyst?
| Aspect | Cfp Cfa |
|---|---|
| Required Certifications | Cfp (Certified Financial Planner) and Cfa (Chartered Financial Analyst) certifications |
| Work Environment | Financial planning, investment management, and portfolio analysis |
| Employer & Industry Usage | Financial advisory firms, investment firms, banks, and wealth management companies |
| Common Search & Comparison | People often compare Cfp Cfa roles to understand financial planning vs investment analysis |
While both Cfp and Cfa certifications are highly regarded in finance, Cfp focuses on personal financial planning and client advisory services, whereas Cfa emphasizes investment analysis and portfolio management. The roles often overlap in financial firms, but their core responsibilities and certification requirements differ.
What is the salary of a CFA vs CFP?
The salary of a Chartered Financial Analyst (CFA) typically ranges from $60,000 to over $200,000 annually, depending on experience, location, and employer, with CFAs often working in investment management or research. Certified Financial Planners (CFPs) usually earn between $50,000 and $120,000 per year, with higher salaries for those with extensive experience or in senior advisory roles. Both certifications can lead to higher earning potential in finance and advisory services.
Can financial advisors make $500,000 a year?
Financial advisors, including those with CFP and CFA certifications, can potentially earn $500,000 or more annually, especially with extensive experience, a high-net-worth client base, and a strong reputation. However, such earnings are typically achieved by top performers in the industry, often through commissions, fees, or managing large portfolios. Income levels vary widely based on location, firm size, and individual performance.
What jobs can you get with a CFA vs. a CFP?
A CFA (Chartered Financial Analyst) typically qualifies individuals for roles such as investment analyst, portfolio manager, or research analyst, focusing on investment management and financial analysis. A CFP (Certified Financial Planner) prepares professionals for careers as financial planners, wealth managers, or financial advisors, emphasizing personal financial planning and client consultation. Both certifications open distinct career paths within finance, with CFA often linked to investment firms and CFP to personal finance services.
What are CFP and CFA professionals?
CFP stands for Certified Financial Planner, a designation for professionals who help individuals manage their personal finances, retirement, investments, and estate planning. CFA stands for Chartered Financial Analyst, a credential for professionals specializing in investment analysis, portfolio management, and financial research. While both designations demonstrate high levels of expertise and ethical standards in finance, CFPs typically focus on personal financial planning, whereas CFAs are often found in investment management and research roles. Both require rigorous exams and continued education to maintain certification.
What are the key skills and qualifications needed to thrive as a CFP or CFA, and why are they important?
To thrive as a CFP or CFA, you need expertise in financial planning, investment analysis, and portfolio management, typically supported by earning the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) credential. Familiarity with financial modeling software, portfolio management systems, and regulatory compliance tools is standard in these roles. Strong analytical thinking, ethical judgment, and clear client communication are vital soft skills for success. These skills and qualifications are crucial to provide trustworthy financial advice, manage investments responsibly, and build lasting client relationships.
How do CFP and CFA professionals typically collaborate with other financial specialists within a firm?
CFP and CFA professionals often work closely with teams that include accountants, attorneys, portfolio managers, and client relationship managers. While CFPs focus on holistic financial planning and client-facing strategies, CFAs usually specialize in investment analysis and portfolio management. This collaboration ensures clients receive comprehensive advice, blending financial planning with in-depth investment expertise. Regular meetings and coordinated client reviews are common, fostering a multidisciplinary approach to wealth management.
What are popular job titles related to Cfp Cfa jobs in Delaware? For Cfp Cfa jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Cfp Cfa jobs in Delaware look for? The top searched job categories for Cfp Cfa jobs in Delaware are:
What cities in Delaware are hiring for Cfp Cfa jobs? Cities in Delaware with the most Cfp Cfa job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Storage Rentals of America rating
6.8
Based on 5 frontline employees who took The Breakroom Quiz
7th of 29 rated removal and storage companies
Job description
Become the newest member of our exciting team at SROA Capital as we redefine self-storage!
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row.
SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.
The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand.
Duties and Responsibilities
Qualifications
SROA Offers:
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel three years in a row.
SROA Capital is a vertically integrated private equity real estate investment firm that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.
The Regional Sales Director is responsible for managing and growing relationships with financial advisors across key markets in the Eastern U.S. This role will be instrumental in raising capital for our flagship value-add self-storage fund while supporting future product growth initiatives. In addition, the Regional Sales Director will help increase awareness of the SROA Capital brand.
Duties and Responsibilities
- Develop and execute a territory sales strategy.
- Manage relationships with financial advisors and other licensed professionals.
- Advance the sales process by coordinating meetings, presentations, conference calls, and client seminars.
- Respond to ad hoc requests for information and perform investment analysis as needed.
- Communicate the firm's investment strategies and maintain a strong understanding of market trends.
- Maintain accurate advisor records and daily sales activity within the company's CRM system.
- Other duties and projects that support the department's goals
Qualifications
- Ability to maintain an extensive travel schedule within the U.S.
- Bachelor's degree required; MBA, CFA, CFP, or CIMA preferred.
- Series 7 and 63 licenses required; Series 24 preferred.
- Minimum of 6 years of experience in the financial services industry.
- Strong knowledge of the alternative investments landscape.
- Excellent communication and presentation skills.
- High integrity, strong work ethic, and a results-driven mindset.
- Client-focused approach with the ability to develop trusted advisor relationships.
- Strong listening and interpersonal skills.
- Entrepreneurial mindset with a passion for driving growth and continuous improvement.
- Proficiency in Microsoft Office 365.
- Experience with DealCloud CRM is a plus.
SROA Offers:
- Competitive pay with bonus potential
- UKG Wallet - on-demand pay option
- 100% paid medical coverage options for employee-only
- Dental and vision plans for optimal care
- Eight (8) paid holidays
- Generous Paid Time Off (PTO), increasing with years of service
- Paid Maternity and Parental Leave for growing families
- 401(k) with substantial employer match and 100% immediate vesting
- Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
- GAP Insurance for added financial protection
- Employer-paid Life Insurance and Short-Term Disability coverage
- Long-Term Disability (LTD) coverage for added peace of mind
- Pet insurance - because your pets are family too
- Storage Discounts to help you declutter and organize
- Access to Voluntary Benefits for personalized coverage
- Learning and development opportunities to maximize your potential and excel in your career
- A great culture that values collaboration, innovation, and inclusivity
SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Pay
Hours and flexibility
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About Storage Rentals of America
Sourced by ZipRecruiter
Industry
Real estate
Company size
201 - 500 Employees
Headquarters location
West Palm Beach, FL, US
Year founded
2013