Associate Regional Vice President

Overview

Wealth Enhancement is an independent wealth management firm focused on personalized financial planning. We are seeking an Associate Regional Vice President. This is a business development role working with custodial partners, prospective clients, and WEG advisors to cover a specific territory. The primary goal is to close and successfully transition clients to a WEG Advisor. This is a remote position; candidates should live within the territory (Great Lakes/Ohio Valley) and be willing to travel to client sites.

• Partner directly with the senior RVP to increase market share and grow the territory by managing relationships with custodial partners.
• Participate in sponsored events, branch meetings, client events, and learning sessions.
• 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 needs to WEG advisors.
• Collaborate with WEG Advisors across the country as a partner and educator.
• Participate in Wealth Enhancement trainings and coaching programs; proficient in advisor/client facing technology.
• Adhere to the Wealth Enhancement Corporate Communication Strategy and maintain compliance.

• Bachelor’s Degree (or equivalent) in business, finance, economics, or related field.
• Series 65, Series 7 & 66 or advanced designation such as CFP, CFA, or CIMA.
• Minimum 3 years’ sales experience in the wealth management industry; prior experience as an advisor/wealth manager managing clients is preferred.
• Excellent communication, presentation, listening, and analytical skills.
• Ability to travel up to 50%.
• Must have a clean U4 with no disclosures.

The expected pay range for this RVP position is $175k – $225k annually. This range reflects base salary and variable compensation; actual compensation depends on qualifications, skills, credentials, education and professional experience, productivity, and sales performance.

• Full benefits package, including health and dental insurance, 401k with match and profit sharing, paid time off, and other benefits.
• Wellness programs and resources; flexible spending accounts for medical, dependent care, and transit expenses; life and AD&D insurance; disability coverage.
• Paid holidays, PTO, paid parental leave, caregiver leave, tuition/licensing reimbursements, and other professional development opportunities.

Wealth Enhancement is an equal opportunity employer and uses AI-assisted resume screening. This organization participates in E-Verify. It does not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Information provided on applications is kept confidential and shared with those involved in the selection process. Reasonable accommodations are available during the application process. See company contact for details.

Wealth Enhancement is an independent wealth management firm with a passion for enriching clients’ lives. We maintain a team-based Roundtable and Uni Fi processes, serving over 80,000 households from 140 offices nationwide since 1997. For more information, please visit