Financial Advisor

Wealth Enhancement is seeking a Financial Advisor to work with clients and help them achieve their financial goals. The role involves managing client relationships, facilitating financial planning, and providing client service that exceeds expectations.

Requirements

• 4-year degree in business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA)
• Insurance Licenses
• 4+ years of experience within the wealth management industry
• Ability to source and convert prospects to clients and provide high-level planning-oriented service

Benefits

• Training and professional development
• Medical, dental and vision coverage
• 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
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials