Wealth Enhancement
Regional Vice President, Partner Programs
Wealth Enhancement, Lakewood, New Jersey, us, 08701
Regional Vice President, Partner Programs Join to apply for the
Regional Vice President, Partner Programs
role at
Wealth Enhancement Regional Vice President, Partner Programs 1 week ago Be among the first 25 applicants Join to apply for the
Regional Vice President, Partner Programs
role at
Wealth Enhancement Get AI-powered advice on this job and more exclusive features. About Wealth Enhancement
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
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. 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 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.
Wealth Enhancement Group is looking to hire a
Regional Vice President, Partner Programs
in New York/New Jersey/Connecticut. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor.
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.
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 Advanced designation required (CFP, CPA, MBA, etc.) Series 65 or 7 & 66 Minimum 5 years’ sales experience in the wealth management industry Excellent communication, presentation, listening and analytical skills Ability to travel up to 75%
Note: All RVPs must have a clean U4 with NO disclosures
OSHA Requirements
This position requires the ability to:
Stand or sit for long periods of time Ability to use the telephone and computer systems Ability to lift up to 15lbs Ability to travel independently as needed
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
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.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This 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.Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionProject Management and Information Technology Referrals increase your chances of interviewing at Wealth Enhancement by 2x Get notified about new Vice President Program jobs in
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Regional Vice President, Partner Programs
role at
Wealth Enhancement Regional Vice President, Partner Programs 1 week ago Be among the first 25 applicants Join to apply for the
Regional Vice President, Partner Programs
role at
Wealth Enhancement Get AI-powered advice on this job and more exclusive features. About Wealth Enhancement
If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.
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. 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 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.
Wealth Enhancement Group is looking to hire a
Regional Vice President, Partner Programs
in New York/New Jersey/Connecticut. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor.
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.
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 Advanced designation required (CFP, CPA, MBA, etc.) Series 65 or 7 & 66 Minimum 5 years’ sales experience in the wealth management industry Excellent communication, presentation, listening and analytical skills Ability to travel up to 75%
Note: All RVPs must have a clean U4 with NO disclosures
OSHA Requirements
This position requires the ability to:
Stand or sit for long periods of time Ability to use the telephone and computer systems Ability to lift up to 15lbs Ability to travel independently as needed
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
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.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This 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.Seniority level
Seniority levelExecutive Employment type
Employment typeFull-time Job function
Job functionProject Management and Information Technology Referrals increase your chances of interviewing at Wealth Enhancement by 2x Get notified about new Vice President Program jobs in
New Jersey, United States . Program Manager - Data and Analytics with Power BI - RemoteSenior Technical Program Manager - Workday Financial Management (REMOTE) Newark, NJ $130,000.00-$260,000.00 8 hours ago Senior Technical Program Manager - Workday Financial Management (REMOTE) Marlton, NJ $130,000.00-$260,000.00 8 hours ago Program Manager with Operations/ Logistics Experience - RemoteJava Technical Program Manager (Banking & Financial Services) - Remote (Fulltime)Sr. Program Manager with OnePLM experience - RemoteProgram Manager with Data Analytics - RemoteRemote: Program Manager (Procurement Analytics) and Data analytics Experience New Jersey, United States $110,000.00-$160,000.00 1 week ago Guidewire Program Manager With Cloud Delivery Experience) - Remote Newark, NJ $85,000.00-$111,034.00 1 week ago Morristown, NJ $110,000.00-$140,000.00 1 month ago Northvale, NJ $75,000.00-$85,000.00 1 week ago Risk Manager III, Global AML SAM Program and Regulatory ReportingSenior Program Manager, Product SecurityManager Trainee - Operations (Travel Program; Relocation Required)Claims Program Manager - Eatontown, NJ or RemotePharmaceutical Sales Program Manager - Remote Engagement Sales We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr