Remote Regional Wealth Growth Director

Wealth Enhancement Group, LLC; Massachusetts; Hybrid; USD 175.000 - 225.000; Vollzeit

Benefits dieser Stelle

Medical, dental and vision coverage

401k with match

18 days paid time off (PTO)

Zusammenfassung

Wealth Enhancement Group, LLC is searching for an Associate Regional Vice President to drive business development and manage relationships within the Boston Area. This remote role involves closing and transitioning clients to WEG Advisors while utilizing a deep understanding of wealth management practices.

The ideal candidate should have relevant qualifications, sales experience, and excellent communication skills. The position offers a competitive salary and a comprehensive benefits package, including health insurance and a 401k retirement plan.

Qualifikationen

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

Aufgaben

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

Kenntnisse

Relationship building

Financial planning

Sales experience

Communication skills

Analytical skills

Ausbildung

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

Series 65, Series 7 & 66 or advanced designation such as CFP, CFA or CIMA

Jobbeschreibung

Wealth Enhancement Group, LLC is searching for an Associate Regional Vice President to drive business development and manage relationships within the Boston Area. This remote role involves closing and transitioning clients to WEG Advisors while utilizing a deep understanding of wealth management practices.

The ideal candidate should have relevant qualifications, sales experience, and excellent communication skills. The position offers a competitive salary and a comprehensive benefits package, including health insurance and a 401k retirement plan.