About Wealth Enhancement
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 75,000 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.
Job Description
We are seeking a Regional Vice President, New Client Development to join our team. This role is responsible for supporting our local financial advisory teams, as the client facing advisor lead whose primary role is to acquire new clients with investable assets of greater than $500,000 through our direct marketing channels. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning and ability to strategically grow and expand the business. The successful candidate is an energetic business development and relationship builder with an entrepreneurial mindset. This a remote opportunity supporting OH/GA/TN/KY region.
Primary Job Functions
Develop
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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.
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Drive revenue by acquiring / closing clients and increasing assets under management.
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Educate clients on planning and investment based topics through one-on-one and group presentations.
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Utilize WEG’s planning structure and model to close mid and high net worth cases.
Support Financial Advisory Teams
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Support financial advisory teams to help grow WEGs local presence while ensuring client service and retention standards are met.
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Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels.
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Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team.
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Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations.
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Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.
Education/Qualifications
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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)
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4-year degree in business, finance, marketing or related
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Strong financial advisory and wealth management acumen and experience
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A track record of success obtaining referrals from own network and converting such referrals to new business
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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.
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Demonstrated strategic planning and selling experience
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Willingness to independently travel regularly in assigned market – up to 50%
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Experience using CRM systems (Salesforce preferred)
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Excellent communication, presentation, listening and analytical skills
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Proven time management and organizational skills in high volume, high energy environments
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FINRA Series 65 or 66 required
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CFP designation preferred
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:
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Training and professional development
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Medical, dental and vision coverage (Available to employees and their families)
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Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
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Life and AD&D insurance – employer paid and voluntary options
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Short-term and long-term disability, workers compensation – employer paid
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401k with match and profit sharing
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Wellness programs and resources
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Voluntary benefits, including pet insurance
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18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
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12 paid holidays each year (10 pre-determined and 2 floating days)
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Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
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Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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.
Top Skills
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