Regional Vice President, Corporate Executive Program

Wealth Enhancement

New York (NY)

On-site

USD 305,000 - 425,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
401k retirement plan
Paid time off

Job summary

Wealth Enhancement is seeking a Regional Vice President, Corporate Executive Program to join our Partner Programs team. This individual will work directly with corporate executive programs, C-suite executives and employees, and Wealth Enhancement advisors.

The primary goal is to educate, close and successfully transition clients to a WE Advisor. The role focuses on tax-aware financial planning, equity compensation, and total rewards packages, building credibility with executive-level

Responsibilities

  • Form meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages.
  • Conduct corporate executive and employee educational meetings, and events, etc.
  • Build intimate knowledge and understand benefit programs

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 90,000 households from our over 175 offices - and growing - nationwide.

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 90,000 households from our over 175 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. For more information, please visit www.wealthenhancement.com. We have an exciting opportunity for a Regional Vice President, Corporate Executive Program to join our Partner Programs team. This individual will work directly with corporate executive programs, C-suite executives and employees, and Wealth Enhancement advisors. The primary goal is to educate, close and successfully transition clients to a WE Advisor.

The expected pay range for this RVP position is $305,000 to $425,000+ annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Job Functions

Form meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages.

  • Conduct corporate executive and employee educational meetings, and events, etc.
  • Build intimate knowledge and understand benefit programs
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