Regional Vice President, New Client Development

Wealth Enhancement Group

. Support local financial advisory teams as the client-facing advisor lead .

Posted 9/30/2026full-timeRemote • United StatesLead💰 $225,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong financial advisory and wealth management acumen, with a proven track record in business development and client relationship management. Capable of delivering complex financial plans and investment recommendations while ensuring high levels of client service and retention.

Highest-signal resume keywords

Business Development ExperienceClient Relationship ManagementConsultative Sales SkillsFinancial Advisory AcumenCRM Systems Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementWealth ManagementStrategic PlanningFinancial PlanningSales TechniquesClient AcquisitionPresentation SkillsAnalytical SkillsTime ManagementOrganizational Skills

Soft Skills

Excellent CommunicationListening Skills

Tools & Technologies

SalesforceCRM Systems

Certifications & Qualifications

FINRA Series 65FINRA Series 66CFP Designation

Industry Keywords

High-Net-Worth ClientsDirect MarketingFinancial Advisory IndustryCustodiansClient Service Standards

About the role

Key responsibilities & impact

Support local financial advisory teams as the client-facing advisor lead
Acquire new clients with investable assets greater than $500,000 through direct marketing channels
Work closely with marketing to ensure accurate presentation and tracking
Maintain and adjust pitch decks and related presentations
Drive revenue by differentiating Wealth Enhancement Group’s offerings and value proposition
Acquire and close clients and increase assets under management
Educate clients on planning and investment topics through one-on-one and group presentations
Utilize the company’s planning structure and model to close mid- and high-net-worth cases
Support financial advisory teams in growing local presence while maintaining client service and retention standards
Contact and qualify high-net-worth prospective clients introduced through direct marketing channels
Meet with high-net-worth investors to understand their financial situations and needs
Introduce the value of working with a Wealth Enhancement advisory team
Assist in creating, delivering, executing and managing complex financial plans and investment recommendations
Ensure ongoing client service is delivered after closing and transition

Requirements

What you’ll need

7+ years of business development / sales experience in investment management and/or financial advisory industry
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 field
Strong financial advisory and wealth management acumen and experience
Track record of obtaining referrals from own network and converting referrals to new business
Consultative sales skills to determine partner and prospect needs, offer solutions, and ask for actions and next steps
Demonstrated strategic planning and selling experience
Willingness to independently travel regularly in the assigned market, up to 50%
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
Ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone and computer systems

Benefits

Comp & perks

A full benefits suite including health and dental insurance, 401k retirement plan, paid time off and other benefits
Training and professional development
Medical, dental and vision coverage for full-time employees and their families
Health Savings Account (HSA) with employer contribution
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 and 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
Paid parental leave and paid caregiver leave
Reimbursement for tuition, licensing, and other credentials after meeting service requirements