Associate Regional Vice President
Wealth Enhancement Group(26 days ago)
About this role
The Associate Regional Vice President at Wealth Enhancement is a territory-focused business development leader who works with custodial partners, prospective clients, and WEG advisors to grow market share and transition client relationships to the firm. This is a remote role based in the Charlotte, NC territory and requires regular travel to client sites. The position includes a base and variable compensation structure with an expected total pay range of $175,000–$225,000 annually.
Required Skills
- Business Development
- Relationship Building
- Financial Planning
- Sales
- Presentations
- Investment Strategies
- Client Engagement
- Compliance
Qualifications
- Bachelor's Degree
- Series 65
- Series 7
- Series 66
- CFP
- CFA
- CIMA
- Clean U4
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