Regional Vice President, Partner Programs

Wealth Enhancement is an independent wealth management firm seeking a Regional Vice President, Partner Programs to manage relationships with custodial partners and source and close prospects. The primary goal is to close and successfully transition clients to a WEG Advisor. The role requires excellent communication, presentation, and analytical skills, as well as the ability to travel up to 75%. Requirements Bachelor's Degree (or equivalent experience) in business, finance, economics or related field Advanced designation required (CFP, CPA, MBA, etc.) Series 65 or 7 & 66 Minimum 5 years' sales experience in the wealth management industry Excellent communication, presentation, listening and analytical skills Ability to travel up to 75% Benefits Training and professional development Medical, dental and vision coverage (Available to 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) Originally posted on Himalayas