Regional Vice President, Partner Programs

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