VP, Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Vice President, Financial Advisor to join a dynamic team focused on servicing clients who come through the custodial referral channels.

Requirements

• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
• Facilitate the financial planning process
• Understand the current financial situation of clients and engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Assist the RVP to help close prospective clients
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Benefits

• Health and dental insurance
• 401k retirement plan
• Paid time off and other benefits
• Training and professional development
• Short-term and long-term disability, workers compensation
• Life and AD&D insurance
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials