Job summary
Job post source
This job is directly from Wealth Enhancement
Job overview
The Regional Vice President, Partner Programs at Wealth Enhancement is a business development role focused on managing relationships with custodial partners and closing clients to transition them to WEG Advisors, impacting client growth and company expansion.
Responsibilities and impact
The role involves managing relationships with Schwab and Fidelity consultants, participating in events, educating on WEG's services, sourcing and closing prospects, profiling client needs, partnering with WEG advisors, and adhering to corporate communication and compliance standards.
Compensation and benefits
The job offers comprehensive benefits including medical, dental, vision coverage, HSA with employer contributions, life and disability insurance, 401k with match and profit sharing, wellness programs, paid time off, paid holidays, parental and caregiver leave, and tuition reimbursement.
Experience and skills
Candidates must have a Bachelor's degree or equivalent, an advanced designation like CFP or CPA, Series 65 or 7 & 66 licenses, at least 5 years of sales experience in wealth management, excellent communication skills, and ability to travel up to 75%. A clean U4 with no disclosures is required.
Career development
The company provides training and professional development opportunities as part of its benefits to support career growth.
Work environment and culture
Wealth Enhancement values personalized financial planning, team collaboration, and compliance, offering a supportive environment focused on client enrichment and professional growth.
Company information
Wealth Enhancement is an independent wealth management firm founded in 1997, serving over 75,000 households nationwide with personalized financial planning and investment management from over 100 offices.
Team overview
The candidate will join the Denver office, working closely with WEG advisors and custodial partners across the country in a collaborative business development capacity.
Job location and travel
The position is based in Denver, Colorado, with up to 75% travel required and involves both office and client-facing environments.
Application process
Applicants should provide compensation expectations and may contact Human Resources for accommodations during the application or selection process; confidentiality is maintained throughout.
Unique job features
The role uniquely combines direct client engagement, partnership management with major custodians, and extensive travel, supported by a strong corporate communication strategy and compliance adherence.
Company overview
Wealth Enhancement Group is a financial services firm that specializes in providing comprehensive financial planning and investment management solutions. They generate revenue through advisory fees, financial planning services, and investment management for individuals, families, and businesses. Founded in 1997, the company has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. Wealth Enhancement Group is known for its team-based approach, integrating financial advisors, specialists, and technology to deliver personalized financial strategies. Candidates should be aware of the firm's commitment to client-centric service and its emphasis on holistic financial planning.
How to land this job
Position your resume to highlight extensive experience in wealth management sales, particularly your ability to manage and develop relationships with custodial partners like Schwab and Fidelity, as these are central to the Regional Vice President role at Wealth Enhancement.
Emphasize your skills in client education, presentations, and business development, showcasing your ability to communicate investment strategies and financial planning processes effectively to diverse stakeholders.
Apply through multiple channels including Wealth Enhancement's corporate career site and LinkedIn to maximize your exposure and chances of landing the role.
Connect with current employees in the Partner Programs or business development divisions on LinkedIn; use ice breakers such as commenting on recent Wealth Enhancement events, asking about their experience working with custodial partners, or expressing your enthusiasm for their team-based Roundtable and UniFi processes.
Optimize your resume for ATS by incorporating keywords from the job description like 'wealth management,' 'custodial partners,' 'financial planning,' 'client education,' 'business development,' 'CFP,' and 'Series 65 or 7 & 66' to ensure your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate applying through multiple channels, tailor your resume with relevant keywords, and identify LinkedIn connections to network with, allowing you to focus your energy on preparing for interviews and strategic networking.
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