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

• Work closely with marketing to ensure accurate presentation and tracking, and maintain and adjust pitch decks and related presentations • Differentiate Wealth Enhancement Group’s offerings and value proposition to drive revenue • Acquire and close clients and 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 • Support financial advisory teams in growing the local presence while maintaining client service and retention standards • Proactively contact and qualify high-net-worth prospective clients introduced through direct marketing channels • Meet high-net-worth investors to understand their financial situations and needs and introduce the value of working with a WEG Advisory team • Assist in creating, delivering, executing, and managing complex financial plans and investment recommendations • Partner with financial advisory teams to ensure ongoing client service after close and transition

🎯 Requirements

• 7+ years of business development or 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 consultative sales skills to determine needs, offer solutions, and ask for actions and 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 • Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Full benefits suite including health and dental insurance, 401k retirement plan, paid time off and other benefits • 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, including employer-paid and voluntary options • Short-term and long-term disability and 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, including 10 pre-determined and 2 floating days • Paid parental leave • Paid caregiver leave after 6 months of tenure • Reimbursement for tuition, licensing, and other credentials after meeting service requirements