Regional Vice President – New Client Development

October 24

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Wealth Enhancement Group

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In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

📋 Description

• Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations. • Drive revenue by effectively differentiating WEG’s offerings and value proposition. • Drive revenue by acquiring / closing clients and increasing assets under management. • Educate clients on planning and investment based topics through one-on-one and group presentations. • Utilize WEG’s planning structure and model to close mid and high net worth cases. • Support financial advisory teams to help grow WEGs local presence while ensuring client service and retention standards are met. • Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels. • Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team. • Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations. • Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.

🎯 Requirements

• 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred) • 4-year degree in business, finance, marketing or related • Strong financial advisory and wealth management acumen and experience • A track record of success obtaining referrals from own network and converting such referrals to new business • Experienced sales skills to determine the needs of partners and prospects through consultative questions, offering solutions and asking for the right actions and next steps. • Demonstrated strategic planning and selling experience • Willingness to independently travel regularly in assigned market – up to 50% • Experience using CRM systems (Salesforce preferred) • Excellent communication, presentation, listening and analytical skills • Proven time management and organizational skills in high volume, high energy environments • FINRA Series 65 or 66 required • CFP designation preferred

🏖️ Benefits

• 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)