Wealth Enhancement Group is seeking a Regional Vice President for the Corporate Executive Program to work with corporate executives and WE advisors. You will educate, close and transition clients to a WE Advisor, coordinating with a nationwide team.
Education and experience are essential: a 4-year degree plus CFP/CPA/MBA/CEPA and 10+ years in wealth management, including business development. The role requires travel up to 75% and a strong tax-aware planning focus.
#J-18808-LjbffrRegional VP, Exec Programs for C-Suite Clients in northern at Unknown Company
This position is listed as full time and onsite.