Associate Regional Vice President

Wealth Enhancement Group, LLC; Massachusetts; Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

18 days paid time off (PTO)

Job summary

Wealth Enhancement Group, LLC is searching for an Associate Regional Vice President to drive business development and manage relationships within the Boston Area. This remote role involves closing and transitioning clients to WEG Advisors while utilizing a deep understanding of wealth management practices.

The ideal candidate should have relevant qualifications, sales experience, and excellent communication skills. The position offers a competitive salary and a comprehensive benefits package, including health insurance and a 401k retirement plan.

Qualifications

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

Responsibilities

• Partner directly with the senior RVP to increase market share.
• Conduct presentations on WEG’s capabilities.
• Source and close prospects.

Skills

Relationship building

Financial planning

Sales experience

Communication skills

Analytical skills

Education

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

Series 65, Series 7 & 66 or advanced designation such as CFP, CFA or 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 continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our more than 140 offices – and growing – nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

Associate Regional Vice President

We are seeking an Associate Regional Vice President. This is a business development role working directly with our 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. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business. This is a remote position; candidates should live within the territory (Boston Area) and be willing to travel to client sites. We encourage you to apply and provide us with your compensation expectations when you do.

Compensation: The expected pay range for this RVP position is $175k – 225k annually. The range reflects a base salary and variable compensation; actual compensation within this range will depend on your qualifications, skills, credentials, and productivity. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Primary Job Functions

• Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners
• 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
• Partner, educate and work with WEG Advisors across the country
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and be proficient in advisor/client facing technology
• Adhere to the Wealth Enhancement’s Corporate Communication Strategy and maintain good compliance standing

Education and Qualifications

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
• Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA or CIMA
• Minimum 3 years’ sales experience in the wealth management industry
• Prior experience as an advisor / wealth manager, managing clients (preferred)
• Excellent communication, presentation, listening and analytical skills
• Ability to travel up to 50%
• Must have a clean U4 with no disclosures

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time 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)

Equal Opportunity Employer

Wealth Enhancement is an equal opportunity employer, including disabled and veterans. This organization participates in E-Verify.