Regional Vice President, Partner Programs

🕒 il y a 2 mois

🏄 California – Distant

🏄 California – Remote

💵 $225 000 - $250 000 / an

⏰ Temps Plein

🔴 Expert

👔 Vice-président

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Wealth Enhancement Group

Site WebLinkedInTous les Emplois

501 - 1000 employés

Fondée en 1997

💰 €736 300 Funding Round en 2022-02

En 1997, quatre conseillers partageant un espace de bureau ont découvert qu'ils partageaient également une conviction essentielle : le secteur des services financiers avait besoin d'une nouvelle méthode, plus efficace, pour fournir des conseils aux clients—une méthode qui aiderait à alléger le stress de la vie financière de leurs clients.

Description

• 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 • 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 FAs 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

🎯 Exigences

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field • Series 65 or qualifying designation such as a CFP or CFA • 5 + years of experience with sales in the wealth management industry • Excellent communication, presentation, listening and analytical skills • Advanced designation preferred • Ability to travel within the region • Must have a clean U4 with no disclosures

🏖️ Avantages

• 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 • Wellness programs and resources • Reimbursement for tuition, licensing, and other credentials