Wealth Enhancement Group

Regional Vice President - Partner Programs

Wealth Enhancement Group

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

The Regional Vice President, Partner Programs is a territory-based business development leader responsible for working with custodial partners, prospective clients, and Wealth Enhancement advisors to identify, close, and transition clients to WEG advisors in the Pennsylvania/New York region. This remote role focuses on growing the business by promoting WEG’s financial planning and investment management services and representing the firm across events and branch engagements. The position requires frequent travel within the assigned territory.

Skills

Qualifications

Bachelor's DegreeCFPCPAMBASeries 65
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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