Regional Vice President, Client Development

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 90,000 households from our over 175 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, New Client Development to join our team. This role is responsible for supporting our local financial advisory teams, as the client facing advisor lead whose primary role is to acquire new clients with investable assets of greater than $500,000 through our direct marketing channels. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning and ability to strategically grow and expand the business.

The successful candidate is an energetic business development and relationship builder with an entrepreneurial mindset.

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.

The expected pay range, in the first year, for this RVP position is $225,000 - $250,000 annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

• Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations.

Drive revenue by effectively differentiating WEG's offerings and value proposition.

• Drive revenue by acquiring / closing clients and increasing assets under management.

• Educate clients on planning and investment based topics through one-on-one and group presentations.

• Utilize WEG's planning structure and model to close mid and high net worth cases.

• Support financial advisory teams to help grow WEG's local presence while ensuring client service and retention standards are met.

• Proactively contact and qualify high net worth prospective clients that are introduced through WEG's direct marketing channels.

• Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team.

• Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations.

• Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.

• 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as…