Associate Financial Advisor — Client Growth & Planning

Wealth Enhancement Group; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Training & development

Healthcare coverage

HSA & FSA

Life & AD&D insurance

Disability insurance

401k with match

Wellness programs

Pet insurance

PTO

Holidays

Parental & caregiver leave

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking an Associate Financial Advisor for our Long Island office in New York. You will work with the advisory team to manage client relationships, prepare financial plans, and assist senior advisors with meetings and follow-up.

The role requires a 4-year degree and relevant credentials (CFP/CPA/MBA progress, Series 7/65/66, insurance licenses) with 2+ years in wealth management. A strong analytical mindset and communication skills are essential.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred
• Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses
• 2+ years of experience within wealth management
• Excellent analytical, organizational, and communication skills
• Able to manage multiple projects simultaneously
• Community engagement required

Responsibilities

• Actively manage client relationships and service levels for advisory team
• Assist the Financial Advisor during client meetings and follow-up
• Take meeting notes and enter CRM; present financial advice
• Analyze client investments and insurance policies
• Place trades and manage accounts
• Prepare annual client reviews using CRM and Wealth Enhancement Group tools
• Create client financial plans and present to Roundtable
• Collaborate with Financial Planning department as needed
• Participate in Wealth Enhancement Group trainings and events
• Adhere to corporate communication strategies and compliance standards

Skills

Client relationships

Wealth management

Analytical skills

Communication skills

Multitasking

Community engagement

Experience in wealth management

Education

Bachelors degree

CFP designation or in progress

CPA designation or in progress

MBA in progress

Series 7 & 66

Series 65 (RIA)

Insurance licenses

Job description

Wealth Enhancement Group is seeking an Associate Financial Advisor for our Long Island office in New York. You will work with the advisory team to manage client relationships, prepare financial plans, and assist senior advisors with meetings and follow-up.

The role requires a 4-year degree and relevant credentials (CFP/CPA/MBA progress, Series 7/65/66, insurance licenses) with 2+ years in wealth management. A strong analytical mindset and communication skills are essential.