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Wealth Enhancement · 10 hours ago

Regional Vice President, Partner Programs

California, United States

Full-time

Hybrid

Mid, Senior Level

$225K/yr - $250K/yr

5+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Regional Vice President, Partner Programs will focus on business development by managing relationships with custodial partners and transitioning clients to WEG Advisors.

Financial ServicesRisk ManagementWealth Management

No H1B

Responsibilities

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

Qualification

Series 65CFPCFASales experienceBachelor’s DegreeListening skillsAnalytical skillsCommunication skillsPresentation skills

Required

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

Ability to travel within the region

Preferred

Advanced designation preferred

Benefits

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)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees