Regional Vice President, Partner Programs

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

Location

New Jersey

Posted

90 days ago

Salary

$225K - $250K / year

Seniority

Lead

Bachelor Degree5 yrs expEnglish

Job Description

• 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 custodial clients on the WEG financial planning process • Source and close prospects • Profile and understand prospective client needs • Engage and communicate prospective client needs to WEG advisor • Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Job Requirements

  • Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
  • Series 65 or qualifying designation such as a CFP or CFA
  • 5 + years of experience with sales in the wealth management industry
  • Excellent communication, presentation, listening and analytical skills
  • Advanced designation preferred
  • Ability to travel within the territory

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
  • Wellness programs and resources
  • Paid parental leave and paid caregiver leave
  • Reimbursement for tuition, licensing, and other credentials

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