Associate Financial Advisor

Wealth Enhancement is seeking an Associate Financial Advisor to work with a financial advisory team to manage client relationships and provide financial advice. The ideal candidate will have a 4-year degree in business, finance, or economics, and advanced designations such as CFP, CPA, or MBA. 2+ years of experience in the wealth management industry is required, with excellent analytical, organizational, and communication skills.

Requirements

• Work with the financial advisory team to manage client relationships and provide financial advice
• Prepare annual reviews for clients and create financial plans as required by the team
• Participate in Wealth Enhancement Group trainings, educational events, and coaching programs
• Have a 4-year degree in business, finance, or economics, and advanced designations such as CFP, CPA, or MBA
• Have 2+ years of experience in the wealth management industry

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), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials