Regional Vice President – New Client Development

Wealth Enhancement Group

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

Posted 9/22/2026full-timeRemote • United StatesLead💰 $225,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in business development and client relationship management within the financial advisory and investment management sectors. Proficient in delivering tailored financial plans and investment recommendations while ensuring high client service standards.

Highest-signal resume keywords

Business Development ExperienceClient Relationship ManagementFinancial Advisory AcumenSalesforce CRM ProficiencyFINRA Series 65 or 66

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementWealth ManagementFinancial PlanningConsultative SellingStrategic PlanningPresentation SkillsAnalytical SkillsTime ManagementOrganizational Skills

Soft Skills

Excellent CommunicationListening Skills

Tools & Technologies

CRM SystemsSalesforce

Certifications & Qualifications

FINRA Series 65FINRA Series 66CFP Designation

Industry Keywords

High-Net-Worth ClientsClient AcquisitionDirect MarketingAsset ManagementCustodians

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
Use WEG’s planning structure and model to close mid- and high-net-worth cases
Support financial advisory teams in growing local presence while ensuring client service and retention standards
Proactively contact and qualify high-net-worth prospective clients
Meet high-net-worth investors to understand their financial situation and needs
Introduce the value of working with a Wealth Enhancement Group Advisory team
Assist in creating, delivering, executing, and managing complex financial plans and investment recommendations
Ensure ongoing client service is delivered after close 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
Strong financial advisory and wealth management acumen and experience
Track record of success obtaining referrals from own network and converting such referrals to new business
Experienced sales skills using 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 – 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 of time, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Full benefits suite
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, 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
Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)
Training and professional development