VP Financial Advisor
Wealth Enhancement GroupSan Francisco, California, United States • California, United States
Posted December 23, 2025
Full Time
About the Company
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Job Description
Wealth Enhancement, an independent wealth management firm, seeks a VP Financial Advisor to join its team in Northern California. The ideal candidate will help clients achieve their financial goals while providing exceptional service.
Requirements
- Manage existing client relationships
- Facilitate the financial planning process
- Source and close prospects
- Provide ongoing client support and communication
Benefits
- Health and dental insurance
- 401k retirement plan
- Paid time off
- Wellness programs and resources
- Voluntary benefits, including pet insurance