Associate Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking an Associate Financial Advisor to work with an advisory team to help clients achieve their financial goals. The role involves managing client relationships, analyzing financial data, and presenting financial advice or plans to clients. The firm offers a comprehensive benefits package, including health and dental insurance, 401k retirement plan, paid time off, and other benefits. The expected pay range for this position is $70,000 to $127,000 annually.

Requirements

• 4-year degree required; business, finance, economics preferred
• 2+ years of experience within the wealth management industry
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and 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
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials