VP, Financial Advisor

We are seeking a VP, Financial Advisor to help clients achieve their financial goals while providing exceptional service. The role has a hybrid, flexible work arrangement and involves managing existing client relationships, facilitating the financial planning process, and mentoring and training team members.

Requirements

• Manage existing client relationships to WEG's planning-based standard of identity
• Facilitate the financial planning process
• Mentor and train individuals on the team in technical areas of financial planning and client service
• Adhere to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials