Regional Vice President, New Client Development

📋 Description

• • As Regional Vice President, New Client Development, you will lead client acquisition efforts for high-net-worth individuals with investable assets over $500,000, directly contributing to Wealth Enhancement Group’s growth through strategic business development and relationship building.
• • Day to day, you will collaborate with marketing to refine pitch materials, conduct one-on-one and group presentations to educate prospects on financial planning and investment strategies, qualify leads from direct marketing channels, and partner with local financial advisory teams to deliver and transition complex financial plans.
• • You will join a national independent wealth management firm with over 140 offices and 80,000+ households served, known for its proprietary Roundtable and UniFi processes that deliver personalized financial planning beyond standard industry approaches.
• • In this role, you will deepen your expertise in wealth management, refine consultative sales techniques, expand your professional network in the financial advisory space, and have the opportunity to significantly impact revenue growth while developing leadership and strategic planning skills in a high-energy, entrepreneurial environment.