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Regional Vice President, New Client Development at Wealth Enhancement Group - ApplyBlast

Regional Vice President, New Client Development

Wealth Enhancement Group

1 month ago

3.9 on Glassdoor

Remote

Full Time

Executive

0 applicants

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About this role

Wealth Enhancement is seeking a Regional Vice President, New Client Development to support local financial advisory teams and acquire new clients with investable assets exceeding $500,000. This role focuses on driving revenue through direct marketing channels, educating clients on financial planning, and managing complex financial plans. The position requires a strategic business developer with strong sales skills and a background in wealth management.

Responsibilities

Acquire new clients with investable assets greater than $500,000 through direct marketing channels
Support financial advisory teams to grow local presence and ensure client service standards
Educate clients on planning and investment topics through one-on-one and group presentations

Skills

Qualifications

4-year degree in business, finance, marketing or relatedFINRA Series 65 or 66CFP designation

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

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Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.