Regional Vice President, Partner Programs

About Wealth Enhancement 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. Regional Vice President, Partner Programs 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 and Benefits The expected pay range for this RVP position is $225k – $250k annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience, and your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, a 401(k) 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, and engage and communicate those needs to a WEG advisor. Partner, educate and work with WEG FAs across the country. Participate in Wealth Enhancement training, educational events, coaching programs, and be proficient in advisor/client‑facing technology. Adhere to the Wealth Enhancement Corporate Communication Strategy and maintain good compliance standing. Education and Qualifications Bachelor’s Degree (or equivalent experience) in business, finance, economics, or a related field. Series 65 or a 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. Benefits Training and professional development. Medical, dental, and vision coverage (available to full‑time employees and their families). Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses. Life and AD&D insurance – employer paid and voluntary options. Short‑term and long‑term disability, workers’ compensation – employer paid. 401(k) with match and profit sharing. Wellness programs and resources. Voluntary benefits, including pet insurance. 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service). 12 paid holidays each year (10 pre‑determined and 2 floating days). Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure). Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements). Equal Opportunity Employer Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. OSHA Requirements This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems. #J-18808-Ljbffr Wealth Enhancement