Equity-Eligible Financial Advisor

Wealth Enhancement; Saginaw (MI); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

Disability insurance

401k with match

Job summary

Wealth Enhancement Group is seeking a Financial Advisor in Saginaw, MI to join our advisory team. You will build and manage client relationships, support senior advisors, and drive planning-based wealth strategies with our Roundtable and UniFi processes that go far beyond standard approaches.

This role emphasizes sourcing prospects, presenting tailored financial plans, and delivering high-quality client service.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 required; Series 65 for RIA only.
• Insurance licenses required.
• 4+ years of experience in wealth management.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Strong analytical, organizational, and communication skills (oral & written).
• Ability to manage multiple projects and participate in community activities.

Responsibilities

• Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process.
• Source and close prospective clients.
• Support client meetings and entry notes into CRM.
• Present financial advice or plan with the Financial Advisor.
• Participate in Wealth Enhancement Group trainings and events.
• Adhere to corporate communication strategy and compliance standards.

Skills

Prospecting

Client service

Financial planning

Analytical skills

Communication skills

Education

4-year degree in business/finance/economics

CFP designation

CPA designation

MBA

Series 7 & 66

Series 65

Insurance licenses

Tools

CRM systems

Financial planning software

Job description

Wealth Enhancement Group is seeking a Financial Advisor in Saginaw, MI to join our advisory team. You will build and manage client relationships, support senior advisors, and drive planning-based wealth strategies with our Roundtable and UniFi processes that go far beyond standard approaches.

This role emphasizes sourcing prospects, presenting tailored financial plans, and delivering high-quality client service.