Associate Financial Advisor: Wealth Growth Team

Wealth Enhancement Group, LLC; Town of Pittsford (NY); Sur place; USD 70 000 - 85 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental coverage

Vision coverage

Health Savings Account (HSA) with)empp

Life insurance

Disability insurance

401k with match and profit sharing

PTO 18 days + 12 holidays + 4 weeks (4

Paid parental leave

Résumé du poste

Wealth Enhancement Group’s Pittsford, NY office seeks an Associate Financial Advisor to assist senior advisors in delivering comprehensive financial planning and client service. You’ll help manage client relationships, support planning, and contribute to sales growth and retention.

Requires a 4-year degree, relevant licenses and designations, and 2+ years in wealth management. A collaborative, team-based environment with training and professional development opportunities is offered.

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)
• 2+ years of experience within the wealth management industry.
• Ability to prepare client reviews and assist in meetings with senior advisors
• Must possess excellent analytical, organizational, and communication skills (both oral & written)
• Engagement in the community

Responsabilités

• Work with the financial advisory team to actively manage client relationships, service, and WEG’s planning-based standard of identity.
• Assist the Financial Advisor during client meetings and with follow-up; take meeting notes and enter into CRM.
• Present financial advice or plan to client with the Financial Advisor; meet with client for information.
• Analyze client’s current investments and insurance policies.
• Place trades and account management.
• 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.
• Monitor percentage of clients reviewed in the last calendar year.
• Create financial plans for clients as required by the team.
• Analyze client financial data in light of goals.
• Meet or call clients to obtain additional planning information.
• Prepare client information to present to the Roundtable if required.
• Work with the Financial Planning department as needed.
• Participate in Wealth Enhancement Group trainings and events
• Be proficient in advisor/client facing technology
• Adhere to the Corporate Communication Strategy and comply with standards

Formation

4-year degree; business, finance, economics preferred

Advanced designation or working toward (CFP, CPA, MBA)

Series 7, 66 (BD/RIA)

Series 65 (RIA Only)

2+ years of experience within the wealth management industry

Ability to prepare client reviews and assist in meetings with senior advisors

Excellent analytical, organizational, and communication skills

Engagement in the community

Description du poste

Wealth Enhancement Group’s Pittsford, NY office seeks an Associate Financial Advisor to assist senior advisors in delivering comprehensive financial planning and client service. You’ll help manage client relationships, support planning, and contribute to sales growth and retention.

Requires a 4-year degree, relevant licenses and designations, and 2+ years in wealth management. A collaborative, team-based environment with training and professional development opportunities is offered.