Regional Vice President, Existing Client Development
Wealth Enhancement Group(1 month ago)
About this role
The Regional Vice President, Existing Client Development at Wealth Enhancement is a senior leader focused on expanding assets under management within existing client relationships across an assigned region. The role partners with financial advisory teams and serves as a planning and investment subject-matter expert to support advisor-led client engagement and deepen client relationships.
Required Skills
- Business Development
- Relationship Management
- Financial Planning
- Investment Strategy
- Salesforce
- Presentation
- Communication
- Analytical Skills
- Time Management
Qualifications
- Bachelor's Degree
- FINRA Series 65
- CFP
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