Associate Regional Vice President

🕒 March 25

🏄 California – Remote

🏄 California – Remote

💵 $175k - $225k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👔 Vice President

👻 Ghost score 45%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Partner directly with the senior RVP to increase market share and grow the territory by managing relationships with custodial partners • Participate in sponsored events, branch meetings, and client events • Educate prospects and partners 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 • Communicate prospective client needs to WEG advisors • Partner, educate, and work with WEG advisors across the country • Participate in Wealth Enhancement trainings, educational events, and coaching programs • Use advisor/client-facing technology • Adhere to Wealth Enhancement’s Corporate Communication Strategy and maintain good compliance standing • Close prospects and successfully transition clients to a WEG Advisor

🎯 Requirements

• Bachelor’s Degree (or equivalent experience) in business, finance, economics, or a related field • Series 65, Series 7 & 66, or an 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 • Proficiency in advisor/client-facing technology • Adherence to Wealth Enhancement’s Corporate Communication Strategy and good compliance standing • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• A full benefits suite, including health and dental insurance, 401k retirement plan, paid time off and other benefits • Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • 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 • Reimbursement for tuition, licensing, and other credentials