Financial Advisor

Wealth Enhancement is seeking a Financial Advisor to work with clients to achieve their financial goals and provide exceptional client service. The Financial Advisor will work as part of an advisory team to manage client relationships, assist with complex clients, and facilitate the financial planning process.

Requirements

• Manage client relationships and assist senior advisors with management of complex clients
• Facilitate the financial planning process
• Source and close prospective clients
• Proactively follow up with clients who have not implemented financial plan
• Close leads provided by various WEG channels
• Create opportunities within your network
• Drive referrals from existing clients
• Manage client relationships and client service as needed
• Assist the Financial Advisor during client meetings and with follow-up
• 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

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