Regional Vice President - Partner Programs
Wealth Enhancement Group(4 months ago)
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.
Required Skills
- Relationship Management
- Financial Planning
- Sales
- Presentation
- Prospecting
- Communication
- Compliance
- Advisor Collaboration
- Client Education
- Travel
Qualifications
- Bachelor's Degree
- CFP
- CPA
- MBA
- Series 65
- Series 7
- Series 66
- Clean U4
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