Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to work with clients and assist senior advisors with complex client management. The Financial Advisor will facilitate the financial planning process, source and close prospective clients, and drive referrals from existing clients.

Requirements

• Requires a 4-year degree in business, finance, economics, or related field
• Advanced designation (CFP, CPA, MBA, etc.) required
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses required
• 4+ years of experience in the wealth management industry
• Excellent analytical, organizational, and communication skills
• Ability to manage multiple projects at once
• Engagement in WEG and broader community

Benefits

• Training and professional development
• Medical, dental, and vision coverage
• Health Savings Account (HSA) with employer contribution
• 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 (pet insurance)
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave
• Paid caregiver leave
• Reimbursement for tuition and other credentials