RVP New Client Development
| Company | Wealth Enhancement Group |
|---|---|
| Location | Cincinnati, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 7+ years of business development / sales experience in investment management and/or financial advisory industry with demonstrated ability to develop and manage client relationships (experience working with Custodians such as Schwab, Fidelity or Scottrade preferred)
- 4-year degree in business, finance, marketing or related
- Strong financial advisory and wealth management acumen and experience
- A track record of success obtaining referrals from own network and converting such referrals to new business
- Experienced sales skills to determine the needs of partners and prospects through consultative questions, offering solutions and asking for the right actions and next steps.
- Demonstrated strategic planning and selling experience
- Willingness to independently travel regularly in assigned market – up to 50%
- Experience using CRM systems (Salesforce preferred)
- Excellent communication, presentation, listening and analytical skills
- Proven time management and organizational skills in high volume, high energy environments
- FINRA Series 65 or 66 required
Responsibilities
- Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations.
- Drive revenue by effectively differentiating WEG’s offerings and value proposition.
- Drive revenue by acquiring / closing clients and increasing assets under management.
- Educate clients on planning and investment based topics through one-on-one and group presentations.
- Utilize WEG’s planning structure and model to close mid and high net worth cases.
- Support financial advisory teams to help grow WEGs local presence while ensuring client service and retention standards are met.
- Proactively contact and qualify high net worth prospective clients that are introduced through WEG’s direct marketing channels.
- Meet with high net worth investors to understand their financial situation and needs and introduce the value of working with a WEG Advisory team.
- Assist in the creation, delivery, execution and management of complex financial plans and investment recommendations.
- Work with the financial advisory team to ensure ongoing client service is delivered after the close and transition.
Preferred Qualifications
- CFP designation preferred
- Experience working with Custodians such as Schwab, Fidelity or Scottrade preferred