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Regional Vice President, New Client Development

Wealth Enhancement · US

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We conti...

Job description

About Wealth Enhancement Wealth Enhancement 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 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement 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 . 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 t...