VP Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a VP Financial Advisor to join our team in Westwood, LA. The role will help clients achieve their financial goals and provide service that exceeds client expectations.

Requirements

• Manage existing client relationships to WEG’s planning-based standard of identity
• Facilitate the financial planning process
• Discover a prospect or client’s values, goals and objectives
• Source and close prospects
• Create opportunities within your network
• Mentor and train individuals on the team in technical areas of financial planning and client service
• 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