Regional VP, New Client Development (Remote)

Wealth Enhancement Group; Plymouth (MN); On-site; USD 225,000 - 250,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account with employer

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Paid time off and holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Minnesota seeks a Regional Vice President, New Client Development to drive growth by acquiring new clients with investable assets above $500,000 through direct marketing channels and by supporting local advisory teams.

The role requires 7+ years in wealth management sales, a 4-year degree, and FINRA registrations; travel up to 50% is expected and compensation includes base plus variable pay with full benefits.

Qualifications

• 7+ years in business development/sales in investment management or financial advisory.
• 4-year degree in business, finance, marketing or related.
• FINRA Series 65 or 66 required.
• CFP designation preferred.
• Willingness to travel up to 50%.
• Experience with CRM systems (Salesforce preferred).
• Excellent communication, presentation, listening and analytical skills.
• Proven time management and organizational skills in high-volume environments.
• Strong wealth management acumen and ability to grow business.

Responsibilities

• Develop and refine pitch decks with marketing; track presentations.
• Acquire and close clients to increase assets under management.
• Educate clients on planning and investment topics one-on-one and in groups.
• Use WEG planning model to close mid/high-net-worth cases.
• Support advisory teams to grow local presence and maintain service standards.
• Qualify high-net-worth prospects through direct marketing channels.
• Meet with high-net-worth investors to assess needs and present value.
• Assist in creation and management of complex financial plans.
• Ensure post-close service and transitions with advisory teams.

Skills

Business development

Sales

Networking

Consultative selling

Communication

Presentation

Time management

Analytical skills

Education

Bachelor's degree in business/finance/related

Tools

Salesforce

Job description

Wealth Enhancement Group in Minnesota seeks a Regional Vice President, New Client Development to drive growth by acquiring new clients with investable assets above $500,000 through direct marketing channels and by supporting local advisory teams.

The role requires 7+ years in wealth management sales, a 4-year degree, and FINRA registrations; travel up to 50% is expected and compensation includes base plus variable pay with full benefits.