Wealth Enhancement Group

Associate Regional Vice President

Wealth Enhancement Group

full-time

Posted on:

Location Type: Remote

Location: California • Ohio • United States

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Salary

💰 $175,000 - $225,000 per year

About the role

  • Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners
  • 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

Requirements

  • Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
  • Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA or CIMA
  • Minimum 3 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
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planninginvestment strategiessales experienceclient management
Soft Skills
communicationpresentationlisteninganalyticaleducational
Certifications
Bachelor’s DegreeSeries 65Series 7Series 66CFPCFACIMA