Financial Advisor

Wealth Enhancement is seeking a Financial Advisor to work with clients to achieve their financial goals and provide exceptional client service. This is a succession opportunity to take over an established client portfolio.

Requirements

• 4-year degree in business, finance, economics or related field
• Advanced designation (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses
• Insurance Licenses
• 4+ years of experience in wealth management

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, including pet insurance
• Paid time off (PTO)
• Paid holidays
• Paid parental leave
• Paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials