Associate Regional Vice President

Vice PresidentVice PresidentFull TimeRemoteMid LevelTeam 501-1,000Since 1997H1B No SponsorCompany SiteLinkedIn

Location

Ohio

Posted

7 days ago

Salary

$175K - $225K / year

Seniority

Mid Level

Bachelor Degree3 yrs expEnglish

Job Description

• Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners • 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 Advisors 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

Job Requirements

  • Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
  • Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA or CIMA
  • Minimum 3 years’ sales experience in the wealth management industry
  • Prior experience as an advisor / wealth manager, managing clients, preferred
  • Excellent communication, presentation, listening and analytical skills
  • Ability to travel up to 50%
  • Must have a clean U4 with no disclosures

Benefits

  • Health and dental insurance
  • 401k retirement plan
  • Paid time off
  • Training and professional development
  • 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)

Related Categories

Related Job Pages

More Vice President Jobs

Halcyon logo

Vice President of Federal Sales

Halcyon

Our Mission: Defeat Ransomware

Vice President7 days ago
Full TimeRemoteTeam 51-200Since 2021H1B Sponsor

We are looking for an experienced and highly motivated Vice President of Federal Sales to join our team. In this role, you will own and scale Halcyon's federal go-to-market motion, driving revenue growth across civilian, defense, and intelligence community accounts. You will prov...

United States
$250K - $300K / year
Full TimeRemote

This role requires regular travel up to 80% of the time to Georgia, Pennsylvania, Massachusetts, and Ohio. The Vice President of Sales & Marketing is an executive leader responsible for driving revenue growth, brand positioning, and strategic market expansion across direct and di...

United States
Cologix logo

Vice President, Cloud Sales

Cologix

Cologix is proud to be an Equal Opportunity Employer. Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status. Cologix’ data centers are ISO 27001:2022 and ISO 14001:2015 certified. These certifications demonstrate Cologix’s commitment to both information security and environmental stewardship.

Vice President7 days ago
Full TimeRemoteTeam 201-500

As a VP, Cloud/Hyperscale Sales with Cologix you will be responsible for leading a strategic Sales team focused on Cloud/SaaS customers and prospects; as well as the largest Cloud Service Providers (Hyperscalers) in the world. You will be responsible for carrying a team quota rol...

United States
$200K - $225K / year
Molina Healthcare logo

VP, Enterprise Integration - Remote

Molina Healthcare

Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Vice President7 days ago
Full TimeRemoteTeam 10,001

The Vice President, Enterprise Integration, will provide critical operational analysis, analytics, and actionable intelligence to senior leadership to facilitate timely decision-making regarding acquisitions, new market implementations, and process improvement initiatives. This role involves leading the execution of strategies in collaboration with executive leadership to further Molina's growth, success, and fiscal performance.

United States