Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Partner Programs to manage relationships with custodial partners and source and close prospects. The primary goal is to close and successfully transition clients to a WEG Advisor. The role requires excellent communication, presentation, and analytical skills, as well as the ability to travel up to 75%.
Requirements
- 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%
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)
Originally posted on Himalayas
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