Job Overview
Location
Remote
Job Type
Full-time
Category
Management
Date Posted
May 5, 2026
Full Job Description
đź“‹ Description
- • The Regional Vice President, CPA Alliances is a strategic growth role responsible for identifying, recruiting, and developing national and regional CPA firms to participate in a structured referral program that drives mutual value through integrated wealth management and tax planning.
- • Day to day, the individual will prospect and engage CPA firm leadership, conduct discovery meetings, present the firm’s referral program, build trusted relationships, serve as the primary liaison between CPA partners and internal teams, facilitate onboarding, develop joint business development initiatives, track and report on KPIs such as partner acquisition and revenue contribution, represent the firm at industry events, and ensure compliance with SEC and state regulatory requirements.
- • Wealth Enhancement Group, LLC is an independent wealth management firm serving over 80,000 households across 140+ offices nationwide, known for its personalized financial planning through the Roundtable and UniFi processes, and committed to raising the standard of wealth management since 1997 with specialized knowledge and attentive service.
- • In this role, the person can learn and achieve scalable partnership development in the financial services industry, deepen expertise in RIA and CPA business models, influence referral program strategy and structure, contribute directly to AUM and revenue growth, and build a national network of CPA alliances while advancing their leadership in strategic partnership development within a mission-driven, client-focused organization.
🏖️ Benefits
- • 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
- • 401k with match and profit sharing
- • 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)
- • Training and professional development
- • Wellness programs and resources
- • Voluntary benefits, including pet insurance
Skills & Technologies
About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
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