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The Financial Advisor will provide financial planning and advice, manage client relationships, mentor team members, and source new clients while ensuring compliance with corporate strategies.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Associate Regional Vice President is responsible for business development, managing relationships with custodial partners, and transitioning clients to WEG Advisors. The role involves educating clients, conducting presentations, and understanding client needs while adhering to company communication strategies.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

The Vice President, Financial Advisor manages complex client relationships, facilitates comprehensive financial planning, conducts annual reviews, analyzes investments and insurance policies, presents advice, places trades, and supports account management. The role also assists with prospect conversion, develops referral opportunities, maintains CRM records, participates in training, and ensures compliance with corporate communication standards. The position requires extensive registered representative experience, advanced planning expertise, strong communication skills, and local client travel.

Coordinates employee engagement, wellness, recognition, volunteer, charitable matching, and employee resource group programs. Develops plans, timelines, budgets, communications, and logistics; partners with vendors, volunteers, and business stakeholders; tracks participation and budgets; gathers feedback; prepares reports; and recommends process improvements to strengthen employee connection, culture, and experience.

Lead regional new-client acquisition for high-net-worth investors (> $500k), drive revenue and AUM via direct marketing, support advisory teams on complex financial plans, deliver client presentations, qualify prospects, close cases, and ensure smooth transition and ongoing client service.

Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.