Wealth Enhancement Group
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
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.
Associate Regional Vice President
🕒 March 25
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Wealth Enhancement Group
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
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.
📋 Description
• 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
• Health and dental insurance • 401k retirement plan • Paid time off • Additional benefits
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