Regional VP, Partner Programs — Remote Growth Leader

Wealth Enhancement Group, LLC; Boston (MA); Remote; USD 225,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k retirement plan

Paid time off

Life and AD&D insurance

Job summary

Wealth Enhancement seeks a Regional Vice President (Partner Programs) to lead business development with custodial partners, clients, and WEG Advisors in an assigned territory. This role focuses on closing and transitioning clients to a WEG Advisor, with strong growth potential and a remote-friendly setup for candidates within the New England region.

The position requires 5+ years in wealth management sales, a Bachelor’s degree, and a Series 65 or CFP/CFA designation.

Qualifications

• Bachelor’s Degree in business, finance, economics or related field.
• Series 65 or CFP/CFA designation.
• 5+ years of sales experience in wealth management.
• Excellent communication, presentation, listening and analytical skills.
• Ability to travel within the territory.
• Must have a clean U4 with no disclosures.

Responsibilities

• Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers.
• 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 with WEG Financial Advisors nationwide.

Skills

Relationship management

Sales experience

Presentation skills

Travel ability

Education

Bachelor’s degree in business/finance/economics

Series 65 or CFP/CFA

Job description

Wealth Enhancement seeks a Regional Vice President (Partner Programs) to lead business development with custodial partners, clients, and WEG Advisors in an assigned territory. This role focuses on closing and transitioning clients to a WEG Advisor, with strong growth potential and a remote-friendly setup for candidates within the New England region.

The position requires 5+ years in wealth management sales, a Bachelor’s degree, and a Series 65 or CFP/CFA designation.