Regional Vice President, Partner Programs

November 18

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

👔 Vice President

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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

• 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

🎯 Requirements

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field • Advanced designation required (CFP, CPA, MBA, etc.) • Series 65 or 7 & 66 • Minimum 5 years’ sales experience in the wealth management industry • Excellent communication, presentation, listening and analytical skills • Ability to travel up to 75%

🏖️ 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)