Associate Regional Vice President
Wealth Enhancement Group(26 days ago)
About this role
An Associate Regional Vice President at Wealth Enhancement is a territory-focused business development leader responsible for closing and transitioning clients to WEG Advisors while partnering with custodial firms and advisors. The role supports strategic growth across a designated market (Boston area) and is measured on expanding market share and client acquisition. This is a remote position requiring residence in the territory and frequent travel to client sites.
Required Skills
- Business Development
- Relationship Building
- Financial Planning
- Sales
- Prospecting
- Presentation
- Communication
- Client Management
- Compliance
- Custodial Partnerships
Qualifications
- Bachelor's Degree
- Series 65
- Series 7
- Series 66
- CFP
- CFA
- CIMA
- Clean U4
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