Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to work as part of an advisory team to help clients achieve their financial goals and provide client service that exceeds expectations.

Requirements

• Manage client relationships and assist senior advisors with management of complex clients
• Facilitate the financial planning process
• Prepare and conduct annual reviews
• Source and close prospective clients
• Create opportunities within your network
• Drive referrals from existing clients

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• 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