Associate Regional Vice President

Wealth Enhancement is an independent wealth management firm seeking an Associate Regional Vice President to work directly with custodial partners, prospective clients, and WEG advisors. The ideal candidate has 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, and candidates should live within the territory (Charlotte, NC) and be willing to travel to client sites.

Requirements

• Partner directly with the senior RVP to increase market share and grow territory
• Manage relationships with custodial partners
• 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
• Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• 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
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials