Primary Job Functions**Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers* 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 solutionsSource 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 advisorAbility to partner, educate and work with WEG FAs across the countryParticipate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technologyAdherence to the Wealth Enhancement's Corporate Communication Strategy and in good compliance standing**Education/Qualifications**• Bachelor's Degree (or equivalent experience) in business, finance, economics or related field • Advanced designation required (CFP, CPA, MBA, etc.) • Series 65 or 7 & 66 • Minimum 5 years' sales experience in the wealth management industry • Excellent communication, presentation, listening and analytical skills • Ability to travel up to 75%**Note: All RVPs must have a clean U4 with NO disclosures****Comprehensive Benefits Offerings**Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. Regional Vice President, Partner Programs page is loaded## Regional Vice President, Partner Programslocations: Remote - Californiatime type: Full timeposted on: Posted 9 Days Agojob requisition id: R-101952**About Wealth Enhancement**Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.