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Regional Vice President, New Client Development at Wealth Enhancement

Compensation

$225,000 – $250,000/yr

Setup
Remote
Type
Full-time
Level
senior

Description

Wealth Enhancement is hiring a Regional Vice President, New Client Development to lead client acquisition for local financial advisory teams. The role focuses on acquiring high-net-worth clients with more than $500,000 in investable assets through direct marketing channels, closing new business, growing assets under management, delivering financial education, supporting complex financial planning and investment recommendations, and ensuring post-close client service. It requires 7+ years of business development or sales experience in investment management or financial advisory services, a four-year degree, FINRA Series 65 or 66, CRM experience, strong consultative selling and communication skills, and willingness to travel up to 50%. The position is remote, offers an expected first-year compensation range of $225,000–$250,000 annually, and includes comprehensive benefits.

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