Associate Regional Vice President
New
W
Wealth EnhancementWealth Management
United StatesFull-TimeMiddle
Salary175,000 - 225,000 USD per year
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Job Details
- Experience
- Minimum 3 years’ sales experience in the wealth management industry
- 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, and client events.
- Educate on WEG’s resources, value proposition, solutions, and services.
- Conduct regular presentations on WEG’s capabilities and investment strategies.
- 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 advisors.
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