Regional VP, New Client Growth (Wealth Management)

Wealth Enhancement; United States; On-site; USD 225,000 - 250,000; Full time

Benefits offered by this job

Health insurance

401k with match and profit sharing

Paid time off

Job summary

Wealth Enhancement is a premier independent wealth management firm serving 90,000+ households across 175+ offices nationwide. We are seeking a Regional Vice President, New Client Development to lead client acquisition with assets over $500k, partnering with advisory teams to deliver planning and investment solutions.

Expect a base plus variable compensation and a comprehensive benefits package. The role requires travel up to 50% and strong relationship-building, sales, and strategic planning

Qualifications

• 7+ years of business development/sales in investment management or financial advisory.

Responsibilities

• Acquire and close new clients with investable assets >$500k through direct channels.
• Educate clients on planning and investment topics via single/group presentations.
• Support advisory teams to grow local presence and ensure client service.

Skills

Business development

Sales

Relationship management

Communication

Travel up to 50%

CRM experience

Education

Bachelor’s degree in Business/Finance/Marketing

FINRA Series 65 or 66

CFP designation preferred

Tools

Salesforce

Job description

Wealth Enhancement is a premier independent wealth management firm serving 90,000+ households across 175+ offices nationwide. We are seeking a Regional Vice President, New Client Development to lead client acquisition with assets over $500k, partnering with advisory teams to deliver planning and investment solutions.

Expect a base plus variable compensation and a comprehensive benefits package. The role requires travel up to 50% and strong relationship-building, sales, and strategic planning