Job Description

We are seeking a Regional Vice President, New Client Development to join our team. This role is responsible for supporting our local financial advisory teams, as the client facing advisor lead whose primary role is to acquire new clients with investable assets of greater than $500,000 through our direct marketing channels. The ideal candidate demonstrates a broad understanding of wealth management practices, financial planning and ability to strategically grow and expand the business. The successful candidate is an energetic business development and relationship builder with an entrepreneurial mindset.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

The expected pay range, in the first year, for this RVP position is $225,000 - $250,000 annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Primary Job Functions

Develop

• Work closely with marketing to ensure accurate presentation and tracking, maintain and adjust pitch deck and related presentations.

Drive revenue by effectively differentiating WEG9s 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 WEG9s planning structure and model to close mid and high net worth cases.

Support Financial Advisory Teams

• 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 WEG9s 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.

Education/Qualifications

• 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 60%

• 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

• CFP designation preferred

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time 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 60 employer paid and voluntary options

• Short-term and long-term disability, workers compensation 60 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)

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.