Associate Regional Vice President

Wealth Enhancement Group, LLC; California (MO); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Health, dental, vision coverage

401(k) with match

Paid time off: 18 days annually

Job summary

Wealth Enhancement Group, LLC is seeking an Associate Regional Vice President based in South San Francisco, CA. This remote role focuses on business development, closing clients, and managing relationships with custodial partners.

The ideal candidate will have a Bachelor's Degree, relevant sales experience, and licenses such as Series 65 and 7. Benefits include competitive compensation, health coverage, and a generous PTO policy.

Qualifications

• Minimum of 3 years’ sales experience in the wealth management industry.
• Prior experience as an advisor/wealth manager managing clients.
• Must have a clean U4 with no disclosures.

Responsibilities

• Partner with senior RVP to increase market share and manage custodial partner relationships.
• Conduct regular presentations on WEG’s capabilities and investment strategies.
• Participate in training and coaching programs across the firm.

Skills

Excellent communication skills

Analytical skills

Sales experience in wealth management

Presentation skills

Education

Bachelor’s Degree in business, finance, or related field

Series 65, Series 7 & 66 or advanced designation (CFP, CFA, CIMA)

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We provide personalized financial planning and investment management services to over 80,000 households nationwide.

Associate Regional Vice President

This business development role works directly with custodial partners, prospective clients, and WEG advisors covering a specific territory. The primary goal is to close and successfully transition clients to a WEG Advisor. Remote position; candidates should live within the territory (Greater LA/ Bay Area, CA) and be willing to travel up to 50% of the time.

Compensation

Expected pay range: $175,000 – $225,000 annually, reflecting base salary and variable compensation. Actual compensation depends on qualifications, performance, and productivity.

Primary Job Functions

• Partner with senior RVP to increase market share and grow territory by managing relationships with custodial partners.
• Participate in sponsored events, branch meetings and client events.
• 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.
• Profile and understand prospective client needs, and partner, educate and work with WEG Advisors nationwide.
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and be proficient in advisor/client facing technology.
• Adhere to the Wealth Enhancement Corporate Communication Strategy and maintain good compliance standing.

Education & Qualifications

• Bachelor’s Degree (or equivalent experience) in business, finance, economics, or related field.
• Series 65, Series 7 & 66 or advanced designation such as CFP, CFA or CIMA.
• Minimum of 3 years’ sales experience in the wealth management industry.
• Prior experience as an advisor/wealth manager, managing clients.
• Excellent communication, presentation, listening, and analytical skills.
• Must have a clean U4 with no disclosures.

Other Requirements

Ability to stand or sit for long periods, use telephone and computer systems, and travel up to 50% of time.

Benefits

• Health, dental, vision coverage (full‑time employees and families).
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts.
• Life and AD&D insurance – employer paid with voluntary options.
• Short‑term and long‑term disability, workers compensation – employer paid.
• 401(k) with match, profit sharing.
• Wellness programs and resources.
• Paid time off: 18 days PTO annually (25 after 4 years), 12 paid holidays (10 predetermined, 2 floating).
• Paid parental and caregiver leave.
• Reimbursement for tuition, licensing, and credentials after meeting service requirements.

Equal Employment Opportunity

We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.