VP Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a VP Financial Advisor to join their team in Southern California. The role involves managing existing client relationships, facilitating financial planning processes, and driving referrals from existing clients.

Requirements

• Manage existing client relationships to WEG’s planning-based standard of identity
• Facilitate the financial planning process
• Source and close prospects
• 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
• Training and professional development
• Wellness programs and resources
• Voluntary benefits, including pet insurance