Regional Vice President, New Client Development
Wealth Enhancement GroupUnited States
Posted March 13, 2026
225000 - 250000 USD
Full Time
About the Company
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Job Description
Wealth Enhancement is seeking a Regional Vice President, New Client Development to join their team. The ideal candidate has a broad understanding of wealth management practices, financial planning, and ability to strategically grow and expand the business. The successful candidate is an energetic business development and relationship builder with an entrepreneurial mindset.
Requirements
- 7+ years of business development / sales experience in investment management and/or financial advisory industry
- 4-year degree in business, finance, marketing or related
- Strong financial advisory and wealth management acumen and experience
- FINRA Series 65 or 66 required
- CFP designation preferred
Benefits
- Health and dental insurance
- 401k with match and profit sharing
- Paid time off and other benefits