Regional Vice President - Partner Programs

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Regional Vice President - Partner Programs Apply locations Philadelphia, PA New York, NY time type Full time posted on Posted Yesterday job requisition  R-101782

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit  .

We are seeking a Regional Vice President, Partner Programs. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors covering a specific territory (Pennsylvania/New York). The primary goal is to close and successfully transition clients to a WEG Advisor. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.

This is a remote position; candidates should live within the territory and be willing to travel frequently to client sites.

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 Advisors 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

Education/Qualifications

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field

• Advanced designation required (CFP, CPA, MBA, etc.)

• Series 65 or a Series 7 & 66

• Minimum 5 years’ sales experience in the wealth management industry

• Prior experience as an advisor / wealth manager, managing clients, preferred

• Excellent communication, presentation, listening and analytical skills

• Ability to travel up to 50%

• Must have a clean U4 with no disclosures

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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)

Should you need reasonable accommodation when completing the application form or during the selection
process, contact the Human…