Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to join a successful and growing team in Lee's Summit, MO. The Financial Advisor will provide exceptional financial plans, financial advice, and reviews to assist clients in achieving their financial goals.

Requirements

• Manage existing client relationships to WEG's planning-based standard of identity
• Facilitate the financial planning process
• Source and close prospects
• Close leads provided by various WEG channels
• Create opportunities within your network
• Drive referrals from existing clients
• Mentor and train individuals on the team in technical areas of financial planning and client service

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)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials