Associate Regional Vice President
Wealth Enhancement Group(26 days ago)
About this role
An Associate Regional Vice President at Wealth Enhancement is a remote, territory-based business development leader focused on growing market share and transitioning clients to WEG advisors across the Great Lakes/Ohio Valley. The role partners with custodial firms and internal advisor teams to expand the firm's client base and support strategic growth. Compensation includes base and variable components and the position requires regular travel.
Required Skills
- Business Development
- Relationship Building
- Financial Planning
- Client Presentations
- Prospecting
- Sales
- Communication
- Compliance
- Territory Management
- Advisor Collaboration
+2 more
Qualifications
- Bachelor's Degree
- Series 65
- Series 7
- Series 66
- CFP
- CFA
- CIMA
- Clean U4
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