Remote Regional VP, Wealth Partnerships (CA)

Wealth Enhancement; Los Angeles (CA); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with match and profit sharing

18 days of paid time off annually

Paid parental leave

Job summary

Wealth Enhancement is seeking an Associate Regional Vice President to drive business development in the Greater LA/Bay Area. This remote role involves managing relationships with custodial partners and closing client transitions.

The successful candidate will have a Bachelor’s degree and relevant sales experience in wealth management, with strong communication skills. We offer a competitive salary range of $175k – $225k annually along with comprehensive benefits including health insurance and a 401(k) plan.

Qualifications

• Minimum 3 years’ sales experience in the wealth management industry.
• Prior experience as an advisor or wealth manager preferred.
• Ability to travel up to 50%.

Responsibilities

• Partner directly with senior RVP to increase market share.
• Conduct regular presentations on WEG’s capabilities.
• Source and close prospects.

Skills

Sales experience in wealth management

Excellent communication skills

Presentation skills

Analytical skills

Education

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

Series 65, Series 7 & 66 or advanced designations

Job description

Wealth Enhancement is seeking an Associate Regional Vice President to drive business development in the Greater LA/Bay Area. This remote role involves managing relationships with custodial partners and closing client transitions.

The successful candidate will have a Bachelor’s degree and relevant sales experience in wealth management, with strong communication skills. We offer a competitive salary range of $175k – $225k annually along with comprehensive benefits including health insurance and a 401(k) plan.