Vice President, Financial Advisor (Partner Programs)

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