[Hiring] Regional Vice President @Wealth Enhancement Group

Role Description

We have an opportunity for a Regional Vice President (Partner Programs) to join our team. 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. This role offers excellent growth opportunity with a high-performing team, as well as a remote work environment. Candidates should reside within the territory (Boston Area / New England).

Primary Job Functions:

• Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers
• Participate in sponsored events, branch meetings, client events, etc.
• Educate on WEG’s resources, value proposition, solutions and services
• Conduct regular presentations on WEG’s capabilities
• Educate and communicate various investment strategies and solutions
• Source and close prospects
• Educate custodial clients on the WEG financial planning process
• Profile and understand prospective client needs
• Engage and communicate prospective client needs to WEG advisor
• Ability to partner, educate and work with WEG FAs across the country
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
• Adherence to the Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing

Qualifications

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
• Series 65 or qualifying designation such as a CFP or CFA
• 5+ years of experience with sales in the wealth management industry
• Excellent communication, presentation, listening and analytical skills
• Advanced designation preferred
• Ability to travel within the territory
• Must have a clean U4 with no disclosures

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)