Regional Vice President, New Client Development

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Support local financial advisory teams as the client-facing advisor lead • Acquire and close new clients with investable assets greater than $500,000 through direct marketing channels • Work closely with marketing to ensure accurate presentation and tracking • Maintain and adjust pitch decks and related presentations • Differentiate WEG’s offerings and value proposition to drive revenue • Increase assets under management • Educate clients on planning and investment topics through one-on-one and group presentations • Use WEG’s planning structure and model to close mid- and high-net-worth cases • Help grow WEG’s local presence while ensuring client service and retention standards are met • Proactively contact and qualify high-net-worth prospective clients from direct marketing channels • Meet with high-net-worth investors to understand their financial situations and needs • Introduce the value of working with a WEG Advisory team • Assist in creating, delivering, executing, and managing complex financial plans and investment recommendations • Work with financial advisory teams to ensure ongoing client service after close and transition

🎯 Requirements

• 7+ years of business development / sales experience in investment management and/or financial advisory industry • 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 field • Strong financial advisory and wealth management acumen and experience • Track record of obtaining referrals from own network and converting referrals to new business • Experienced sales skills, including consultative questioning, offering solutions, and securing 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

• Health and dental insurance • 401k retirement plan • Paid time off • Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • 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 • Reimbursement for tuition, licensing, and other credentials