Associate Regional Vice President
New
United StatesFull-TimeManager
Salary175,000 - 225,000 USD per year OTE
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Job Details
- Experience
- Minimum 3 years
- Required Skills
- Business Development
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
- Prior experience as an advisor / wealth manager, managing clients, preferred
- Excellent communication, presentation, listening and analytical skills
- Ability to travel up to 50%
- Must have a clean U4 with no disclosures
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
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