Regional Vice President, Partner Programs

Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Partner Programs to manage relationships with custodial partners and source and close prospects. The primary goal is to close and successfully transition clients to a WEG Advisor. The role requires excellent communication, presentation, and analytical skills, as well as the ability to travel up to 75%.RequirementsBachelor's Degree (or equivalent experience) in business, finance, economics or related fieldAdvanced designation required (CFP, CPA, MBA, etc.)Series 65 or 7 & 66Minimum 5 years' sales experience in the wealth management industryExcellent communication, presentation, listening and analytical skillsAbility to travel up to 75%BenefitsTraining and professional developmentMedical, dental and vision coverage (Available to employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)12 paid holidays each year (10 pre-determined and 2 floating days)Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)Originally posted on Himalayas

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