Associate Regional Vice President

About the Company

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

About the Role

This is a business development role working directly with our custodial partners, prospective clients, and Wealth Enhancement Group (WEG) advisors covering a specific territory. The primary goal is to close and successfully transition clients to a WEG Advisor. This is a remote position; candidates should live within the territory (Boston Area) and be willing to travel to client sites.

Responsibilities

• Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners
• 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, educate, and work with WEG Advisors across the country
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and be proficient in advisor/client-facing technology
• Adhere to Wealth Enhancement’s Corporate Communication Strategy and maintain good compliance standing

Requirements

• Bachelor’s Degree (or equivalent experience) in business, finance, economics, or related field
• Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA, or CIMA
• Minimum 3 years’ sales experience in the wealth management industry
• Prior experience as an advisor/wealth manager, managing clients, preferred
• Excellent communication, presentation, listening, and analytical skills
• Ability to travel up to 50%
• Must have a clean U4 with no disclosures

Pay

The expected pay range for this position is $175,000 – $225,000 annually. This range reflects a base salary and variable compensation. Actual compensation within this range will depend on your qualifications, skills, credentials, educational and professional experience, and productivity and sales numbers.

Benefits

• Medical, dental, and vision coverage (available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer-paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)