Wealth Enhancement
Regional Vice President, Partner Programs
Wealth Enhancement, Phoenix, Arizona, United States, 85003
Regional Vice President, Partner Programs
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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 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 www.wealthenhancement.com. 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 the Southwest territory. 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. Candidates should reside in or near Phoenix AZ or be willing to relocate to that region. 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 Series 65 or 66 required Advanced designation preferred (CFP, CPA, MBA, etc.) Minimum 5 years’ sales or wholesaler experience in the wealth management industry Excellent communication, presentation, listening and analytical skills Ability to travel up to 50% Comprehensive Benefits Offerings 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 Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
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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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 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 www.wealthenhancement.com. 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 the Southwest territory. 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. Candidates should reside in or near Phoenix AZ or be willing to relocate to that region. 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 Series 65 or 66 required Advanced designation preferred (CFP, CPA, MBA, etc.) Minimum 5 years’ sales or wholesaler experience in the wealth management industry Excellent communication, presentation, listening and analytical skills Ability to travel up to 50% Comprehensive Benefits Offerings 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 Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
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