What are the responsibilities and job description for the Regional Vice President, Partner Programs position at Wealth Enhancement Group?
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.
We are seeking 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. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business.
Primary Job Functions
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
Ability to partner, educate and work with WEG Advisors 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
Education / Qualifications
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 :
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.
