About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Denver office in Colorado is looking to hire a Regional Vice President, Partner Programs. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
1. 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
2. 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
3. Ability to partner, educate and work with WEG FAs across the country
4. Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
5. Adherence to the Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing
Education/Qualifications
• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 or 7 & 66
• Minimum 5 years’ sales experience in the wealth management industry
• Excellent communication, presentation, listening and analytical skills
• Ability to travel up to 75%
Note: All RVPs must have a clean U4 with NO disclosures
OSHA Requirements
This position requires the ability to:
• Stand or sit for long periods of time
• Ability to use the telephone and computer systems
• Ability to lift up to 15lbs
• Ability to travel independently as needed
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability – employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.