Wealth Enhancement
Overview
Regional Vice President - Partner Programs
is a business development role with Wealth Enhancement Group (WEG). This position covers a specific territory (Pennsylvania/New York) and is remote, with frequent travel to client sites. 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. Wealth Enhancement is an independent wealth management firm focused on enriching clients through personalized financial planning, team-based Roundtable and UniFi processes, and comprehensive investment management services. We serve more than 80,000 households from over 140 offices nationwide. Primary Responsibilities
Manage relationships with custodial partners (e.g., Schwab and Fidelity Financial Consultants) and Branch Managers Participate in sponsored events, branch meetings, client events, and related activities 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 nationwide to support client development Participate in Wealth Enhancement trainings, educational events, and coaching programs; proficient in advisor/client facing technology Adhere to Wealth Enhancement’s Corporate Communication Strategy and maintain 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 Series 7 & 66 Minimum 5 years of 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 Compensation and Benefits
Comprehensive benefits including medical, dental, vision, HSA, FSA, life and AD&D, disability, workers’ compensation 401k with match and profit sharing Wellness programs and resources; voluntary benefits including pet insurance Paid time off and holidays; paid parental and caregiver leave Tuition reimbursement and credentialing support Equal Opportunity and Compliance
Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Reasonable accommodations during the application or selection process are available by contacting Human Resources. Information provided on this application will be kept confidential and shared only with those involved in the selection process.
#J-18808-Ljbffr
Regional Vice President - Partner Programs
is a business development role with Wealth Enhancement Group (WEG). This position covers a specific territory (Pennsylvania/New York) and is remote, with frequent travel to client sites. 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. Wealth Enhancement is an independent wealth management firm focused on enriching clients through personalized financial planning, team-based Roundtable and UniFi processes, and comprehensive investment management services. We serve more than 80,000 households from over 140 offices nationwide. Primary Responsibilities
Manage relationships with custodial partners (e.g., Schwab and Fidelity Financial Consultants) and Branch Managers Participate in sponsored events, branch meetings, client events, and related activities 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 nationwide to support client development Participate in Wealth Enhancement trainings, educational events, and coaching programs; proficient in advisor/client facing technology Adhere to Wealth Enhancement’s Corporate Communication Strategy and maintain 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 Series 7 & 66 Minimum 5 years of 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 Compensation and Benefits
Comprehensive benefits including medical, dental, vision, HSA, FSA, life and AD&D, disability, workers’ compensation 401k with match and profit sharing Wellness programs and resources; voluntary benefits including pet insurance Paid time off and holidays; paid parental and caregiver leave Tuition reimbursement and credentialing support Equal Opportunity and Compliance
Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Reasonable accommodations during the application or selection process are available by contacting Human Resources. Information provided on this application will be kept confidential and shared only with those involved in the selection process.
#J-18808-Ljbffr