Wealth Enhancement | Regional Vice President, Partner ...

Wealth Enhancement Group is looking to hire a Regional Vice President, Partner Programs in the South Atlantic Region. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor.We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions1. Manage relationships with Schwab and Fidelity Financial Consultants and Branch ManagersParticipate in sponsored events, branch meetings, client events, etc. Educate on WEG's resources, value proposition, solutions and servicesConduct regular presentations on WEG's capabilities Educate and communicate various investment strategies and solutions2. Source and close prospectsEducate custodial clients on the WEG financial planning process Profile and understand prospective client needsEngage and communicate prospective client needs to WEG advisor3. Ability to partner, educate and work with WEG FAs across the country4. Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisorclient facing technology5. Adherence to the Wealth Enhancement's Corporate Communication Strategy and in good compliance standingEducationQualifications• Bachelor's Degree (or equivalent experience) in business, finance, economics or related field• Advanced designation required (CFP, CPA, MBA, etc.)• Series 65 or 7 & 66• Minimum 5 years' sales experience in the wealth management industry• Excellent communication, presentation, listening and analytical skills • Ability to travel up to 75%Note: All RVPs must have a clean U4 with NO disclosuresOSHA RequirementsThis position requires the ability to:• Stand or sit for long periods of time• Ability to use the telephone and computer systems• Ability to lift up to 15lbs• Ability to travel independently as needed

Created: 2025-01-20