Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Partner Programs to join their team in California. The role involves managing relationships with custodial partners, educating clients on WEG's resources, and sourcing and closing prospects. The company offers a flexible remote work environment, travel opportunities within the assigned territory, and a comprehensive benefits suite.
Requirements
- 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
- Ability to partner, educate and work with WEG FAs across the country
- Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
- Adherence to the Wealth Enhancement's Corporate Communication Strategy and in good compliance standing
Benefits
- Health and dental insurance
- 401k retirement plan
- Paid time off
- Life and AD&D insurance
- Short-term and long-term disability
- Workers compensation
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- Paid parental leave
- Paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials
