Wealth Enhancement Group

Regional Vice President, Partner Programs

Wealth Enhancement Group

3 months ago
Remote
Full Time
Director
0 applicants
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Wealth Enhancement Group
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About this role

Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Partner Programs to develop relationships with custodial partners, prospective clients, and WEG advisors across an assigned California territory. The role is focused on business development to close and successfully transition clients to WEG advisors and support regional growth. The position offers a flexible remote work environment with required travel within the territory.

Skills

Qualifications

Bachelor’s DegreeSeries 65CFPCFA
Wealth Enhancement Group

About Wealth Enhancement Group

wealthenhancement.com

N/A

About Wealth Enhancement Group

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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