Full-Time

Vice President

New Client Development

Confirmed live in the last 24 hours

Wealth Enhancement Group

Wealth Enhancement Group

1,001-5,000 employees

Comprehensive financial guidance and wealth management

Financial Services

Senior, Expert

Remote in USA

Category
Financial Planning and Analysis (FP&A)
Sales & Trading
Finance & Banking
Required Skills
Sales
Salesforce

You match the following Wealth Enhancement Group's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred)
  • 4-year degree in business, finance, marketing or related
  • Strong financial advisory and wealth management acumen and experience
  • A track record of success obtaining referrals from own network and converting such referrals 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
Responsibilities
  • Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations.
  • Drive revenue by effectively differentiating WEG’s offerings and value proposition.
  • Drive revenue by acquiring / closing clients and increasing assets under management.
  • Educate clients on planning and investment based topics through one-on-one and group presentations.
  • Utilize WEG’s planning structure and model to close mid and high net worth cases.
  • Support financial advisory teams to help grow WEGs local presence while ensuring client service and retention standards are met.
  • Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels.
  • Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team.
  • Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations.
  • Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.
Desired Qualifications
  • CFP designation preferred
Wealth Enhancement Group

Wealth Enhancement Group

View

Wealth Enhancement Group offers financial guidance by providing a range of services in wealth management. Their approach includes a team of specialists who work together to help clients simplify their financial lives. Instead of managing multiple financial relationships, clients can access all necessary services in one place. The company integrates advisory services with securities offerings, generating revenue through advisory fees and commissions on transactions. A key feature of Wealth Enhancement Group is their Roundtable™ team approach, which collaborates with clients to ensure their financial matters are organized and comprehensive. They also utilize the 3-step UniFi™ process to help clients make confident financial decisions while reducing stress.

Company Size

1,001-5,000

Company Stage

Growth Equity (Venture Capital)

Total Funding

N/A

Headquarters

Plymouth, Minnesota

Founded

1990

Simplify Jobs

Simplify's Take

What believers are saying

  • Recent acquisitions have expanded their client assets to over $96.6 billion.
  • They rank #5 on Barron's list of Top 100 RIAs, with a 97% client retention rate.
  • Growing interest in ESG investing can attract environmentally conscious clients.

What critics are saying

  • Over-reliance on acquisitions may lead to integration challenges and cultural clashes.
  • Increased regulatory pressure on fiduciary standards could impact their business model.
  • The rise of robo-advisors threatens traditional wealth management services.

What makes Wealth Enhancement Group unique

  • Wealth Enhancement Group offers a unique Roundtable™ team approach for comprehensive financial guidance.
  • The firm's 3-step UniFi™ process simplifies clients' financial lives for confident decision-making.
  • They integrate advisory services and securities offerings under one roof, eliminating multiple relationships.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Professional Development Budget

Tuition Reimbursement

Voluntary benefits, including pet insurance

Growth & Insights and Company News

Headcount

6 month growth

34%

1 year growth

34%

2 year growth

34%
Pulse 2.0
Nov 11th, 2024
Wealth Enhancement Group Buys $536 Million RIA M&R Capital Management

Wealth Enhancement Group - a national independent wealth management firm with over $96.6 billion in client assets - announced the acquisition of M&R Capital Management, an independent RIA in Summit, New Jersey. The team of three financial advisors and three support staff oversees over $536 million in client assets and is led by John Maloney, Chairman and Chief Executive Officer.

PR Newswire
Sep 5th, 2024
Wealth Enhancement Group Announces Acquisition of Levy Wealth Management Group, LLC, a Hybrid RIA with Over $1.3 Billion in Client Assets

/PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $90.5 billion in client assets, has announced the acquisition...

PR Newswire
Jul 9th, 2024
Wealth Enhancement Group Announces Acquisition of Peak Financial Services, Inc., a Hybrid RIA with Over $123 Million in Client Assets

/PRNewswire/ -- Wealth Enhancement Group, a national independent wealth management firm with over $85.4 billion in client assets, has announced the acquisition...

CBonds
Jun 19th, 2024
Wealth Enhancement Group Grows by Adding Atlas Fiduciary Financial, an Independent RIA with Over $219 Million in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with $85 billion in client assets, announced the acquisition of Atlas Fiduciary Financial, an independent RIA with two offices in Sarasota, Florida and Oakland, New Jersey.

InvestmentNews
May 29th, 2024
Wealth Enhancement Group scores $1.22B Texas RIA - InvestmentNews

The national independent’s latest acquisition, led by a three-decade industry veteran, marks its fifth deal for 2024.