Regional Vice President, New Client Development

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

📋 Description

• Collaborate closely with the marketing team to ensure precise presentation and monitoring, while also maintaining and adjusting pitch decks and associated presentations.

• Distinguish the Wealth Enhancement Group’s services and value proposition to enhance revenue generation.

• Acquire new clients and close deals to boost assets under management.

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

• Utilize WEG’s planning framework and model to finalize mid- and high-net-worth cases.

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

• Proactively reach out to and qualify high-net-worth potential clients identified through direct marketing channels.

• Engage with high-net-worth investors to comprehend their financial circumstances and requirements, introducing the benefits of collaborating with a WEG Advisory team.

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

• Collaborate with financial advisory teams to ensure continuous client service following closure and transition.

⛳️ Requirements

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

• Proven capability 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 discipline.

• Strong expertise in financial advisory and wealth management.

• A solid history of obtaining referrals from personal networks and converting them into new business opportunities.

• Proficient in consultative sales techniques to assess needs, propose solutions, and request actions and next steps.

• Demonstrated 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 experience is preferred.

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

• Proven skills in time management and organization within high-volume, high-energy settings.

• FINRA Series 65 or 66 certification is required.

• CFP designation is preferred.

• Ability to stand or sit for extended periods, file documents in cabinets of varying heights, utilize a telephone, and operate computer systems.

🏝️ Benefits

• Comprehensive benefits package including health and dental insurance, 401k retirement plan, paid time off, and additional perks.

• Opportunities for training and professional growth.

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

• Health Savings Account (HSA) with employer contributions.

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

• Life and AD&D insurance options, including employer-paid and voluntary plans.

• Short-term and long-term disability and workers' compensation coverage, fully funded by the employer.

• 401k plan with matching contributions and profit-sharing options.

• Access to wellness programs and resources.

• Voluntary benefits, including pet insurance.

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

• 12 paid holidays each year, consisting of 10 fixed days and 2 floating days.

• Paid parental leave.

• Paid caregiver leave after 6 months of employment.

• Reimbursement for tuition, licensing, and other credentials upon meeting service requirements.