VP Financial Advisor

Wealth Enhancement is seeking a VP Financial Advisor to join our team in Hartford, CT. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations.

Requirements

• 4-year degree in business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses
• Insurance Licenses
• Substantial experience within the wealth management industry
• Excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

Benefits

• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 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