Associate Regional Vice President
Wealth Enhancement Group(25 days ago)
About this role
The Associate Regional Vice President is a business development role focused on growing Wealth Enhancement’s presence across a defined territory by partnering with custodial firms, prospective clients, and WEG advisors to transition client relationships. This is a remote position based in the Greater Los Angeles/Bay Area that requires regular travel to client sites.
Required Skills
- Business Development
- Relationship Management
- Financial Planning
- Sales
- Presentations
- Prospecting
- Client Transition
- Compliance
- Travel
Qualifications
- Bachelor's Degree (or equivalent experience)
- Series 65
- Series 7
- Series 66
- CFP
- CFA
- CIMA
- Clean U4
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