Wealth Enhancement is an independent wealth management firm seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. The role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, high-touch client experience.
Requirements
- Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
- Facilitate the financial planning process
- Prepare and conduct annual reviews, including both planning and investment topics
- Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Benefits
- 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 – 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)
- 12 paid holidays each year
- Paid parental leave and paid caregiver leave
- Reimbursement for tuition, licensing, and other credentials