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About the Role

This individual will work directly with corporate executive programs, C-suite executives and employees, and Wealth Enhancement advisors. The primary goal is to educate, close and successfully transition clients to a WE Advisor.

Responsibilities

Form meaningful and influential relationships with Corporate Partners, C-suite executives, employees and key decision makers to quickly develop credibility as a trusted advisor on tax aware financial planning, equity comp, total rewards packages.
Conduct corporate executive and employee educational meetings, and events, etc.
Build intimate knowledge and understand benefit programs
Educate on WE’s resources, value proposition, solutions and services
Conduct regular presentations on WE’s capabilities
Educate and communicate various tax, estate, financial planning, investment strategies and equity comp solutions
Source and close prospects
Educate c-suite executives on the WE financial, tax/estate planning process
Profile and understand prospective client needs
Engage and communicate prospective client needs to WE advisor
Ability to partner, educate and work with WEG FAs across the country
Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to Wealth Enhancement’s Corporate Communication Strategy and in good compliance standing

Requirements

Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
Advanced professional designation (CFP®, CPA, MBA, CEPA®, or similar)
10+ years of wealth management experience, including at least 5 years of business development, sales, or client acquisition experience
Deep expertise serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
Demonstrated expertise in equity compensation planning (RSUs, ISOs, NSOs, ESPPs)
Demonstrated expertise in concentrated stock and diversification strategies
Demonstrated expertise in tax-aware financial planning
Proven ability to build, scale, and grow a business line, platform, specialty offering, or strategic partnership channel
Strong understanding of the RIA model and broader wealth management industry
FINRA registrations (Series 65 or Series 7/66) or ability to obtain
Demonstrated success identifying, sourcing, and closing strategic partnerships and business opportunities
Excellent communication, presentation, listening, relationship-building, analytical, and consultative sales skills
Proficiency with Microsoft Office Suite; experience with Salesforce and Workday preferred
Experience leveraging AI tools and platforms to drive business outcomes and optimize workflows
Resides within the territory (NY/NJ/CT)
Ability to travel nationally up to 75%
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.

Skills

AI Proficiency
Equity compensation planning
Concentrated stock and diversification strategies
Tax-aware financial planning
Business development
Sales
Client acquisition
Communication
Presentation
Listening
Relationship-building
Analytical
Consultative sales

Location

NY/NJ/CT

Work Type

Full-time

Experience Level

10+ years of wealth management experience
5+ years of business development, sales, or client acquisition experience

Education Level

Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent professional experience
Advanced professional designation (CFP®, CPA, MBA, CEPA®, or similar)

Salary/Compensations

$305,000 to $425,000+

Benefits

Health and dental insurance
401k retirement plan
Paid time off
Training and professional development
Medical, dental and vision coverage
Health Savings Account (HSA) with employer contribution
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
Reimbursement for tuition, licensing, and other credentials

About the Company

Wealth Enhancement 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 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement 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 www.wealthenhancement.com.

Equal Opportunity

Equal Opportunity Employer, including disabled and veterans.
We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.