Associate Regional Vice President
Wealth Enhancement Group(25 days ago)
About this role
An Associate Regional Vice President at Wealth Enhancement is a business development leader focused on growing a specific territory by partnering with custodial firms, prospective clients, and WEG advisors. The role centers on closing and transitioning clients to WEG advisors while representing the firm’s value proposition and financial planning capabilities. This is a remote position with significant travel expectations.
Required Skills
- Relationship Building
- Business Development
- Financial Planning
- Prospecting
- Presentations
- Client Education
- Compliance
- Travel
Qualifications
- Bachelor’s Degree
- Series 65
- Series 7
- Series 66
- CFP
- CFA
- CIMA
- Clean U4
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