Regional Vice President, Partner Programs
Wealth Enhancement Group(2 months ago)
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.
Required Skills
- Relationship Management
- Business Development
- Partner Management
- Client Acquisition
- Presentations
- Sales
- Financial Planning
- Investment Strategies
- Compliance
- Travel
Qualifications
- Bachelor’s Degree
- Series 65
- CFP
- CFA
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