Associate Financial Advisor

Wealth Enhancement Group; Itasca (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with match

Medical, dental and vision coverage

Paid time off

Job summary

Wealth Enhancement Group is searching for an Associate Financial Advisor based in Itasca, Illinois. In this role, you'll support the advisory team in managing client relationships while providing exceptional service. Responsibilities include assisting during client meetings, analyzing financial data, and preparing reviews. The ideal candidate has a 4-year degree in business or finance, 2+ years in wealth management, and excellent analytical and communication skills. The role offers a salary range of $70,000 to $90,000 per year along with a comprehensive benefits package.

Qualifications

• 2+ years of experience within the wealth management industry.
• Advanced designation preferred (CFP).
• Able to prepare client reviews and assist in meetings with senior advisors.

Responsibilities

• Assist the Financial Advisor during client meetings.
• Analyze client’s investments and financial plans.
• Prepare annual reviews as required by the team.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree (business, finance, economics preferred)

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices – and growing – nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for an Associate Financial Advisor. As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white‑glove service that exceeds our clients’ expectations.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

The expected pay range for this Associate Financial Advisor position is $70,000 to $90,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401(k) retirement plan, paid time off and other benefits.

Primary Job Functions

Work with the financial advisory team to actively manage client relationships with excellent service.

• Assist the Financial Advisor during client meetings and with follow‑up.
• Take meeting notes and promptly enter into CRM.
• Present financial advice or plan to client with the Financial Advisor.
• Meet with client to obtain additional planning information or to clarify/confirm information provided.
• Analyze client’s investments, insurance policies, and financial plan.
• Place trades and oversee/manage tasks completed by the client service team.

Prepare annual reviews as required by the team.

• Systematize the review process utilizing the CRM system.
• Gather data for client reviews and review client files for additional sales opportunities.
• Create reviews utilizing the Wealth Enhancement Group review system.

Create financial plans for clients as required by the team.

• Analyze a client’s financial data in light of their financial goals.
• Meet or call clients to obtain any additional planning information or clarify/confirm information provided.
• Prepare client information to present to the Roundtable, if required.
• Work effectively and professionally with the Financial Planning department, if required.

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client facing technology.

Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and good compliance standing.

Education/Qualifications

• 4-year degree required; business, finance, economics preferred.
• 2+ years of experience within the wealth management industry.
• Advanced designation preferred (CFP).
• Able to prepare client reviews and assist in meetings with senior advisors.
• Possesses excellent analytical, organizational, and communication skills (both oral & written).
• Able to manage multiple projects at once.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well‑being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development.
• Medical, dental and vision coverage (available to full‑time employees and their families).
• 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.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 pre‑determined and 2 floating days).
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements).

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

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