Due to growth, we have an opportunity for a Regional Vice President, Partner Programs to join our team in California. This is a business development role working directly with our custodial partners, prospective clients, and WEG advisors in an assigned territory. The primary goal is to close and successfully transition clients to a WEG Advisor. This role offers excellent growth opportunity with a high-performing team, as well as a flexible remote work environment with travel within the assigned territory in California (LA or Bay Area).

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 for this RVP position is $225k - $250k 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

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

Education/Qualifications

• 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 region
• Must have a clean U4 with no disclosures

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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 - 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)