Careers

Homestead Advisers is seeking a Regional Relationship Manager to serve electric cooperatives across an assigned territory in the West or Midwest United States.

This role is central to how we grow and deepen relationships with the cooperative community. The Regional Relationship Manager educates cooperative leadership and boards on Homestead Advisers’ programs and services, consults on investment and business needs, and delivers solutions tailored to each cooperative’s goals. It requires someone who is equally comfortable in a boardroom presentation and a one-on-one conversation with an employee.

The right candidate brings at least five years of financial industry experience, strong consultative selling skills, and a genuine interest in building trust-based, long-term client relationships. Familiarity with cooperatives, retirement plan structures, and mutual funds is a plus. This position involves up to 60% travel and requires access to a major airport.

We prefer candidates located in the West or Midwest (excluding Colorado and California), though candidates near our Arlington, VA office may also be considered under our hybrid work policy.

Qualifications at a glance:

• Bachelor’s degree in a business-related field  
• 5+ years of financial industry experience, preferably in sales or business development
• FINRA SIE (Securities Industry Professional), FINRA Series 6 (Investment Company Registered Representative), and FINRA Series 63 (Uniform Securities Agent) required within six months of start date
• FINRA Series 65 (Uniform Investment Adviser Law Exam) preferred within one year of start date
• Valid driver’s license
• Ability to travel (up to 60%), as required
• Experience with cooperatives and/or a professional designation (CFP, CEBS, CIMA, CFA) preferred