Regional Vice President, Partner Programs

Overview Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit Due to growth, we have an opportunity for a Regional Vice President, Partner Programs to join our team in California. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor. This role offers excellent growth opportunity with a high-performing team, as well as a flexible remote work environment with travel within the assigned territory in California (LA or Bay Area). Compensation We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in tenure, performance, and geographic location to determine the most accurate numbers. The expected pay range for this RVP position is $225k - $250k annually. This range reflects a base salary and variable compensation. Actual compensation depends on qualifications, skills, credentials, educational and professional experience, productivity, and sales performance and can be below or exceed the range. Benefits A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits. Primary Job Functions Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers Participate in sponsored events, branch meetings, client events, etc. Educate on WEG’s resources, value proposition, solutions and services Conduct regular presentations on WEG’s capabilities Educate and communicate various investment strategies and solutions Source and close prospects Educate custodial clients on the WEG financial planning process Profile and understand prospective client needs Engage and communicate prospective client needs to WEG advisor Ability to partner, educate and work with WEG Financial Advisors across the country Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing Education/Qualifications Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field Series 65 or qualifying designation such as a CFP or CFA 5+ years of experience with sales in the wealth management industry Excellent communication, presentation, listening and analytical skills Advanced designation preferred Ability to travel within the region Must have a clean U4 with no disclosures Compliance and EEO Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Information provided on this application will be kept confidential and shared only with those involved in the selection process. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Additional Information Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. Your personal information is handled in accordance with applicable data protection laws. #J-18808-Ljbffr Wealth Enhancement Group, LLC