Regional Vice President, Partner Programs

Wealth Enhancement is seeking a Regional Vice President for Partner Programs to join their team. This business development role will work directly with custodial partners, prospective clients, and WEG advisors in an assigned territory. The role offers excellent growth opportunity with a high-performing team and a remote work environment.

Requirements

• Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers
• Educate on WEG's resources, value proposition, solutions and services
• 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
• Adherence to the Wealth Enhancement's Corporate Communication Strategy and in good compliance standing

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• 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 (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)