Wealth Enhancement
Wealth Management
RegionalVicePresident,NewClientDevelopment
Neural analysis suggests this role is
optimal for Senior candidates.
“Regional Vice President, New Client Development at Wealth Enhancement. Skills: New Client Development, Sales, Financial Advisory. Acquire new clients. Drive revenue”
What You'll Achieve.
Acquire new clients with investable assets of greater than $500,000; Increase assets under management; Grow WEGs local presence; Ensure client service and retention standards are met
Industry & Context.
Analytical skills
Willingness to independently travel regularly in assigned market – up to 50%, Ability to stand or sit for long periods of time, File documents in high or low cabinets, Use the telephone, Use the computer systems
What They're Looking For.
Must Have
7+ years of business development / sales experience in investment management and/or financial advisory industry, 4-year degree in business, finance, marketing or related, FINRA Series 65 or 66 required
Nice to Have
experience working with Custodians such as Schwab, Fidelity or Scottrade preferred, CFP designation preferred, Salesforce preferred
What You'll Do.
Utilize planning structure
Support financial advisory teams
Contact and qualify high net worth clients
Meet with high net worth investors
Assist in creation of financial plans
How You'll Work.
Team & Collaboration
Work closely with marketing; Support financial advisory teams; Work with the financial advisory team
Communication Scope
Excellent communication; Presentation skills; Listening skills
Full Job Description
**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. For more information, please visit [www.wealthenhancement.com](http://www.wealthenhancement.com/). Job Description We are seeking a **Regional Vice President, New Client Development** to join our team. This role is responsible for supporting our local financial advisory teams, as the client facing advisor lead whose primary role is to acquire new clients with investable assets of greater than $500,000 through our direct marketing channels. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning and ability to strategically grow and expand the business. The successful candidate is an energetic business development and relationship builder with an entrepreneurial mindset. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. The expected pay range, in the first year, for this RVP position is $225,000 - $250,000 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 th
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