Regional Vice President, Existing Client Development

Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Existing Client Development to join their team. The RVP will partner with financial advisors to expand wallet share from existing clients by identifying opportunities to grow client assets under management (AUM).

Requirements

• 7+ years of business development / sales experience in investment management and/or financial advisory industry
• Strong financial advisory and wealth management acumen and experience
• Strong technical expertise in financial planning and investment strategy
• FINRA Series 65 required
• CFP(R) designation strongly preferred

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials