Financial Planning Assistant or Associate Financial Planner

Wealth Enhancement is seeking a Financial Planning Assistant or Associate Financial Planner to provide support to Financial Advisors and their clients with the development of comprehensive financial plans and analyses.

Requirements

• Bachelor's Degree in business; finance, economics or related
• 1-4 years in Financial Services
• Superior verbal and written communication skills.
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality
• Proficiently uses financial planning technology
• FINRA Series 7 and 66 (or 63 and 65) is required for Associate Financial Planner role.

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• 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 (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)