Wealth Enhancement is seeking an Associate Regional Vice President to partner with senior RVP to increase market share and grow territory. The ideal candidate has a broad understanding of wealth management practices and relationship building skills.
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
Benefits
- Training and professional development
- Medical, dental and vision coverage
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA)
- Life and AD&D insurance
- Short-term and long-term disability
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO)
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials