About this opportunity
Wealth Enhancement Group lists this Regional VP, Exec Programs for C-Suite Clients opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.