About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
www.wealthenhancement.com
.
The RVP, Partner Programs position is the closing advisor on the CRP platform for an assigned territory. Their primary role is to close and transition clients from the Custodial platform to a WEG Advisor in the assigned territory.
Primary Job Functions
Manage the relationships with Schwab and Fidelity Financial Consultants
Work with closing advisor to secure client relationships from Custodians
Work with Custodial FA’s to build relationships as needed
Work with Custodial clients to facilitate the financial planning process
Discover a prospect or client’s values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Present the plan and engage in transferring of funds
Transition clients to a WEG Advisor
Source and close prospects
Participate in CRP sponsored events
Proactively follow up with clients who have not implemented financial plan
Create opportunities and close leads within the territory
Drive referrals from existing clients
Mentor and train FC’s on technical areas of financial planning
Participates in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing
Education | Qualifications
Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Insurance Licenses
10+ years’ sales experience in the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
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 participate in the following benefits & development opportunities:
Training and professional development
Medical and dental coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care spending account
Vision coverage
Wellness programs and resources
Life insurance – employer paid
Short-term and long-term disability – employer paid
Paid Time Off
10 paid holidays each year
Paid parental leave
Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
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.