Vice President – Partner Programs
| Company | Wealth Enhancement Group |
|---|---|
| Location | Trenton, NJ, USA, Hartford, CT, USA, New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
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%
Responsibilities
- Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers
- Participate in sponsored events, branch meetings, client events, etc.
- Educate on WEG’s resources, value proposition, solutions and services
- Conduct regular presentations on WEG’s capabilities
- Educate and communicate various investment strategies and solutions
- 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
- Ability to partner, educate and work with WEG FAs across the country
- 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
Preferred Qualifications
-
No preferred qualifications provided.