Wealth Enhancement

Compensation

Full Description

Wealth Enhancement Group is looking to hire a Regional Vice President, Partner Programs in Phoenix. 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