Associate Regional Vice President

Wealth Enhancement Group•Cincinnati, OH

22d•Remote

About The Position

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. We are seeking an Associate Regional Vice President. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors covering a specific territory. The primary goal is to close and successfully transition clients to a WEG Advisor. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning, and relationship building, with the ability to strategically grow and expand the business. This is a remote position; candidates should live within the territory (Great Lakes/Ohio Valley) and be willing to travel to client sites. 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 for this RVP position is $175k – $225k 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 actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Requirements

Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA or CIMA
Minimum 3 years’ sales experience in the wealth management industry
Excellent communication, presentation, listening and analytical skills
Ability to travel up to 50%
Must have a clean U4 with no disclosures

Nice To Haves

Prior experience as an advisor / wealth manager, managing clients, preferred

Responsibilities

Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners
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 Advisors across the country
Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing

Benefits

A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.
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
401k 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)