Regional Vice President, Partner Programs
Wealth Enhancement Group
full-time
Posted on:
Location Type: Remote
Location: Remote • New Jersey • 🇺🇸 United States
Visit company websiteSalary
💰 $225,000 - $250,000 per year
Job Level
Lead
About the role
- 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 custodial clients on the WEG financial planning process
- Source and close prospects
- Profile and understand prospective client needs
- Engage and communicate prospective client needs to WEG advisor
- Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Requirements
- Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
- Series 65 or qualifying designation such as a CFP or CFA
- 5 + years of experience with sales in the wealth management industry
- Excellent communication, presentation, listening and analytical skills
- Advanced designation preferred
- Ability to travel within the territory
Benefits
- Health and dental insurance
- 401k retirement plan
- Paid time off
- Training and professional development
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- Wellness programs and resources
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningsalesclient relationship managementprospectingpresentation skillsanalytical skills
Soft skills
communicationlisteningengagement
Certifications
Bachelor's DegreeSeries 65CFPCFA