Regional Vice President – New Client Development

This is a fully remote position, open to applicants in United States.

📋 Description

• Serve as the client-facing advisory lead, supporting local financial advisory teams.

• Generate new client relationships with investable assets exceeding $500,000 via direct marketing channels.

• Collaborate closely with marketing to ensure precise presentation and tracking of initiatives.

• Update and refine pitch decks and associated presentations.

• Propel revenue growth by distinguishing Wealth Enhancement Group’s offerings and value proposition.

• Acquire and finalize client contracts while increasing assets under management.

• Provide education to clients on planning and investment topics through individual and group presentations.

• Utilize WEG’s planning structure and model to successfully close mid- and high-net-worth cases.

• Assist financial advisory teams in enhancing local presence while upholding client service and retention standards.

• Actively reach out to and qualify high-net-worth prospective clients.

• Engage with high-net-worth investors to assess their financial situations and requirements.

• Communicate the advantages of collaborating with a Wealth Enhancement Group Advisory team.

• Aid in the creation, delivery, execution, and management of intricate financial plans and investment proposals.

• Ensure continuous client service is provided post-close and during the transition period.

⛳️ Requirements

• Over 7 years of business development or sales experience in investment management and/or the financial advisory sector.

• Proven ability to cultivate and manage client relationships effectively.

• Preferred experience working with custodians such as Schwab, Fidelity, or Scottrade.

• Bachelor’s degree in business, finance, marketing, or a related field.

• Strong expertise in financial advisory and wealth management.

• Demonstrated success in obtaining referrals from personal networks and converting them into new business opportunities.

• Effective sales skills utilizing consultative questioning, providing solutions, and requesting appropriate actions and next steps.

• Proven experience in strategic planning and selling.

• Willingness to travel independently within the assigned market – up to 50% of the time.

• Familiarity with CRM systems (Salesforce preferred).

• Exceptional communication, presentation, listening, and analytical skills.

• Strong time management and organizational abilities in high-volume, dynamic environments.

• FINRA Series 65 or 66 is required.

• CFP designation is preferred.

• Capability to stand or sit for extended periods, file documents in various cabinets, use the telephone, and operate computer systems.

🏝️ Benefits

• Comprehensive benefits package.

• Medical, dental, and vision insurance coverage for full-time employees and their families.

• Health Savings Account (HSA) with employer contributions.

• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance options – both employer-paid and voluntary.

• Short-term and long-term disability, as well as workers compensation – fully employer-funded.

• 401k plan with match and profit-sharing opportunities.

• Access to wellness programs and resources.

• Additional voluntary benefits, including pet insurance.

• 18 days of paid time off (PTO) accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 fixed and 2 floating days).

• Paid parental and caregiver leave.

• Reimbursement for tuition, licensing, and other credentials (available after fulfilling service requirements).

• Opportunities for training and professional development.