Associate Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking an Associate Financial Advisor to work with a financial advisory team to manage client relationships, service, and financial planning. The role involves preparing client reviews, creating financial plans, and participating in training and educational events.

Requirements

• Work with the financial advisory team to actively manage client relationships, service, and WEG's planning-based standard of identity
• Prepare annual reviews as required by the team
• Create financial plans for clients as required by the team
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials