Regional VP, Wealth Partnerships (Remote)

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

Benefits offered by this job

Health, dental, vision coverage

401(k) with match

Paid time off: 18 days annually

Job summary

Wealth Enhancement Group, LLC is seeking an Associate Regional Vice President based in South San Francisco, CA. This remote role focuses on business development, closing clients, and managing relationships with custodial partners.

The ideal candidate will have a Bachelor's Degree, relevant sales experience, and licenses such as Series 65 and 7. Benefits include competitive compensation, health coverage, and a generous PTO policy.

Qualifications

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

Responsibilities

• Partner with senior RVP to increase market share and manage custodial partner relationships.
• Conduct regular presentations on WEG’s capabilities and investment strategies.
• Participate in training and coaching programs across the firm.

Skills

Excellent communication skills

Analytical skills

Sales experience in wealth management

Presentation skills

Education

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

Series 65, Series 7 & 66 or advanced designation (CFP, CFA, CIMA)

Job description

Wealth Enhancement Group, LLC is seeking an Associate Regional Vice President based in South San Francisco, CA. This remote role focuses on business development, closing clients, and managing relationships with custodial partners.

The ideal candidate will have a Bachelor's Degree, relevant sales experience, and licenses such as Series 65 and 7. Benefits include competitive compensation, health coverage, and a generous PTO policy.