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RVP, Partner Programs

3 months ago

Chicago, Illinois, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement Group 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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

The RVP, Partner Programs position is the closing advisor on the CRP platform for an assigned territory. Their primary role is to close and transition clients from the Custodial platform to a WEG Advisor in the assigned territory.

Primary Job Functions

Manage the relationships with Schwab and Fidelity Financial Consultants
  • Work with closing advisor to secure client relationships from Custodians
  • Work with Custodial FA's to build relationships as needed
  • Work with Custodial clients to facilitate the financial planning process
    • Discover a prospect or client's values, goals and objectives
    • Understand their current financial situation
    • Engage them in the financial planning process
  • Present the plan and engage in transferring of funds
  • Transition clients to a WEG Advisor
Source and close prospects
  • Participate in CRP sponsored events
  • Proactively follow up with clients who have not implemented financial plan
  • Create opportunities and close leads within the territory
  • Drive referrals from existing clients
Mentor and train FC's on technical areas of financial planning
  • Educate on Wealth Enhancement Group's planning process
  • Educate on overall financial planning matters
Participates in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing

Education | Qualifications
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Insurance Licenses
  • 10+ years' sales experience in the wealth management industry
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
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. You may participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical and dental coverage
  • 401k - with match and profit sharing
  • Health care spending and savings accounts
  • Dependent care spending account
  • Vision coverage
  • Wellness programs and resources
  • Life insurance - employer paid
  • Short-term and long-term disability - employer paid
  • Paid Time Off
  • 10 paid holidays each year
  • Paid parental leave
  • Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at

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.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.