Regional Vice President, New Client Development

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. We serve over 90,000 households across 175 offices and are currently seeking a Regional Vice President, New Client Development.

Responsibilities

• Develop and maintain accurate presentations and tracking with marketing team
• Drive revenue by effectively differentiating WEG's offerings and value proposition
• Acquire and close clients, increasing assets under management
• Educate clients on planning and investment topics through one-on-one and group presentations
• Create, deliver, execute, and manage complex financial plans and investment recommendations
• Support financial advisory teams in growing WEG's local presence and ensuring client service and retention
• Proactively contact and qualify high net worth prospective clients through WEG's direct marketing channels
• Meet with high net worth investors to understand their financial situation and needs, introducing the value of working with a WEG Advisory team
• Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition

Requirements

• 7+ years of business development/sales experience in investment management and/or financial advisory industry
• Demonstrated ability to develop and manage client relationships, especially with Custodian accounts such as Schwab, Fidelity, or Scottrade preferred
• 4-year degree in business, finance, marketing, or related field
• Strong financial advisory and wealth management acumen and experience
• A track record of success in obtaining referrals and converting them to new business
• Experienced sales skills to determine the needs of partners and prospects through consultative questions, offering solutions, and asking for the right actions and next steps
• Demonstrated strategic planning and selling experience
• Willingness to independently travel regularly in assigned market (up to 50%)
• Experience using CRM systems (Salesforce preferred)
• Excellent communication, presentation, listening, and analytical skills
• Proven time management and organizational skills in high volume, high energy environments
• FINRA Series 65 or 66 required
• CFP designation preferred

Qualifications

• Education: 4-year degree in business, finance, marketing, or related field
• Experience: 7+ years of business development/sales experience in investment management and/or financial advisory industry
• Skills: Strong financial advisory and wealth management acumen, experience working with Custodian accounts, consultative questioning, solution offering, and action requesting, strategic planning and selling experience, willingness to travel, CRM system experience, excellent communication, presentation, listening, and analytical skills, proven time management and organizational skills

Benefits

• Comprehensive benefits package including health and dental insurance, 401k retirement plan, paid time off, and other benefits