Regional Vice President, Partner Programs

About the role

Wealth Enhancement is seeking a Regional Vice President, Partner Programs to join our team in California. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory.

Responsibilities

• Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers
• 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
• Participate in Wealth Enhancement trainings, educational events, coaching programs
• Adhere to the Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing

Requirements

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
• Series 65 or qualifying designation such as a CFP or CFA
• 5 + years of experience with sales in the wealth management industry
• Excellent communication, presentation, listening and analytical skills
• Advanced designation preferred
• Able to travel within the region
• Must have a clean U4 with no disclosures

Qualifications

• Education/Qualifications

Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
Series 65 or qualifying designation such as a CFP or CFA
5 + years of experience with sales in the wealth management industry
Advanced designation preferred

Skills

• Communication
• Presentation
• Listening
• Analysis
• Travel

Benefits

• Comprehensive Benefits Offerings

Health and wellness
Financial well-being
Professional development
Work/life harmony

You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and 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)

Pay

The expected pay range for this RVP position is $225k - $250k annually. This range reflects a base salary and variable compensation, the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

Schedule

This role offers a flexible remote work environment with travel within the assigned territory in California (LA or Bay Area).