Associate Regional Vice President

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 Uni Fi processes that go 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 raised the standard of wealth management with specialized knowledge and attentive service that helps every client craft their future. For more information, please visit

• Partner directly with the senior RVP to increase market share and grow territory by managing relationships with custodial partners
• Participate in sponsored events, branch meetings, client events, etc.
• Educate on WEG’s resources, value proposition, solutions and services
• Conduct regular presentations on WEG’s capabilities
• Educate and communicate various investment strategies and solutions
• Source and close prospects
• Educate custodial clients on the WEG financial planning process
• Profile and understand prospective client needs
• Engage and communicate prospective client needs to WEG advisor

Ability to partner, educate and work with WEG Advisors across the country. Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology. Adherence to the Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing.

• Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field
• Series 65, Series 7 & 66 or advanced designation such as a CFP, CFA or CIMA
• Minimum 3 years’ sales experience in the wealth management industry
• Prior experience as an advisor / wealth manager, managing clients, preferred
• Excellent communication, presentation, listening and analytical skills
• Ability to travel up to 50%
• Must have a clean U4 with no disclosures

• Training and professional development
• 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
• 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 (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Additional Information Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at .

Equal Opportunity Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. The company may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness.

Your personal information is handled in accordance with applicable data protection laws.