Job Location : all cities,PA, USA
Regional Vice President - Partner Programs page is loadedRegional Vice President - Partner ProgramsApply locations Philadelphia, PA New York, NY time type Full time posted on Posted Yesterday job requisition id R-101782
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 .
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 a specific territory (Pennsylvania/New York). 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.This is a remote position; candidates should live within the territory and be willing to travel frequently to client sites.
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
Advanced designation required (CFP, CPA, MBA, etc.)
Series 65 or a Series 7 & 66
Minimum 5 years' sales experience in the wealth management industry
Prior experience as an advisor / wealth manager, managing clients, preferred
Excellent communication, presentation, listening and analytical skills
Ability to travel up to 50%
Must have a clean U4 with no disclosures
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-###-####
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.
Similar Jobs (1)Regional Vice President, Partner Programslocations 4 Locations time type Full time posted on Posted 30+ Days AgoWealth 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 .
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