Wealth Enhancement · 23 hours ago
Associate Regional Vice President
Boston, MA
Full-time
Hybrid
Mid Level
$175K/yr - $225K/yr
3+ years expWealth Enhancement is an independent wealth management firm dedicated to enriching the lives of its clients. The Associate Regional Vice President role focuses on business development by managing relationships with custodial partners and prospective clients to successfully transition them to WEG Advisors.
Financial ServicesRisk ManagementWealth Management
Responsibilities
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
Qualification
Required
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
Excellent communication, presentation, listening and analytical skills
Ability to travel up to 50%
Must have a clean U4 with no disclosures
Preferred
Prior experience as an advisor / wealth manager, managing clients, preferred
Benefits
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)
Company
Wealth Enhancement
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity
Leadership Team
Kelly Windorski
Chief Financial Officer
Brett Fingerhut
Sr. Vice President / Financial Advisor
Recent News
2026-01-18
2026-01-06
Company data provided by crunchbase