Wealth Enhancement
Regional Vice President, Partner Programs
Wealth Enhancement, Trenton, New Jersey, United States
Regional Vice President, Partner Programs
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Regional Vice President, Partner Programs
role at
Wealth Enhancement
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 UniFi 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 www.wealthenhancement.com.
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 FAs 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 qualifying designation such as a CFP or CFA
5+ years of experience with sales in the wealth management industry
Excellent communication, presentation, listening and analytical skills
Advanced designation preferred
Ability to travel within the territory
Compensation 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.
Comprehensive Benefits Offerings
Training and professional development
Medical, dental and vision coverage (Available to full-time 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)
Equal Opportunity Employer Statement Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link. The position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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Regional Vice President, Partner Programs
role at
Wealth Enhancement
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 UniFi 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 www.wealthenhancement.com.
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 FAs 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 qualifying designation such as a CFP or CFA
5+ years of experience with sales in the wealth management industry
Excellent communication, presentation, listening and analytical skills
Advanced designation preferred
Ability to travel within the territory
Compensation 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.
Comprehensive Benefits Offerings
Training and professional development
Medical, dental and vision coverage (Available to full-time 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)
Equal Opportunity Employer Statement Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link. The position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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