Regional Vice President, New Client Development

🔥 15 hours ago

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

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

• Support financial advisory teams • Drive revenue by acquiring and closing clients and increasing assets under management • Educate clients on planning and investment based topics • Meet with high net worth investors to understand their financial situation • Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations • Work closely with marketing to ensure accurate presentation and tracking

🎯 Requirements

• 7+ years of business development / sales experience in investment management and/or financial advisory industry • 4-year degree in business, finance, marketing or related • Strong financial advisory and wealth management acumen and experience • Experience using CRM systems (Salesforce preferred) • FINRA Series 65 or 66 required • CFP designation preferred • Willingness to independently travel regularly in assigned market – up to 50%

🏖️ Benefits

• Health and dental insurance • 401k retirement plan • Paid time off • Training and professional development • 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)