Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Partner Programs to work directly with custodial partners, prospective clients, and WEG advisors. The primary goal is to close and successfully transition clients to a WEG Advisor.
Requirements
- 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
Benefits
- 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)
