Associate Financial Advisor - Client-Focused Wealth

Wealth Enhancement; Athens (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k with match

Paid time off

Tuition reimbursement

Job summary

Wealth Enhancement in Athens, GA, seeks an Associate Financial Advisor to join its advisory practice. You will partner with senior advisors to deliver high-touch client service, assist in meetings, and help clients achieve financial goals.

The role offers opportunity to build advisory experience, contribute to business development and client retention, with compensation ranging from $55,000 to $85,000 annually and a comprehensive benefits package.

Qualifications

• 4-year degree required; business, finance, economics preferred.
• 2+ years of experience within the wealth management industry.
• Series 65.
• Advanced designation preferred (CFP).
• Able to prepare client reviews and assist in meetings with senior advisors.
• Possesses excellent analytical, organizational, and communication skills (oral & written).
• Able to manage multiple projects at once.

Responsibilities

• 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 proficient in advisor/client facing technology.
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Skills

Analytical skills

Organizational skills

Communication skills

Client service

Team collaboration

Education

4-year degree (business/finance/economics)

Series 65

CFP designation preferred

Tools

CRM system

Job description

Wealth Enhancement in Athens, GA, seeks an Associate Financial Advisor to join its advisory practice. You will partner with senior advisors to deliver high-touch client service, assist in meetings, and help clients achieve financial goals.

The role offers opportunity to build advisory experience, contribute to business development and client retention, with compensation ranging from $55,000 to $85,000 annually and a comprehensive benefits package.