Wealth Enhancement is an independent wealth management firm seeking an Associate Financial Advisor to join its advisory practice in The Woodlands, TX. The ideal candidate will work as part of an advisory team to help clients achieve their financial goals and assist in meeting sales growth and client retention objectives.
Requirements
- Work with the financial advisory team to actively manage client relationships with excellent service
- Assist the Financial Advisor during client meetings and with follow-up
- Present financial advice or plan to client with the Financial Advisor
- Analyze client’s investments, insurance policies, and financial plan
- Place trades and oversee/manage tasks completed by the client service team
- Prepare annual reviews as required by the team
- Gather data for client reviews and review client files for additional sales opportunities
- Create reviews utilizing the Wealth Enhancement Group review system
- Create financial plans for clients as required by the team
- Analyze a client’s financial data in light of their financial goals
- Meet or call clients to obtain any additional planning information or clarify/confirm information provided
- Prepare client information to present to the Roundtable, if required
- Work effectively and professionally with the Financial Planning department, if required
- Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
- Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing
Benefits
- Medical, dental and vision coverage (Available to full-time employees and their families)
- 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 (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 (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
