Regional Vice President, Partner Programs
Apply NowCompany: Wealth Enhancement Group
Location: Atlanta, GA 30349
Description:
About Wealth Enhancement Group
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 61,000 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 the South Atlantic Region. 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
1. Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers
2. Source and close prospects
3. Ability to partner, educate and work with WEG FAs across the country
4. Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
5. 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:
Should you need reasonable accommodation when completing the application form or during the selection
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.
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 61,000 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 the South Atlantic Region. 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
1. 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
2. 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
3. Ability to partner, educate and work with WEG FAs across the country
4. Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
5. 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
- 401k - with match and profit sharing
- Health care spending and savings accounts
- Dependent care and transit spending accounts
- Wellness programs and resources
- Life and AD&D insurance - employer paid and voluntary options
- Short-term and long-term disability - employer paid
- Employee assistance plan
- Accident and critical illness
- Pet insurance
- Identity theft
- Paid Time Off
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection
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.