Financial Advisor

Wealth Enhancement; Athens (GA); On-site; USD 79,000 - 120,000; Full time

Benefits offered by this job

401(k) with match

Paid time off and holidays

Health insurance

Job summary

Wealth Enhancement in Athens, GA is looking for a Financial Advisor to join their growing team. The role involves managing client relationships, facilitating financial planning, and mentoring team members in a collaborative environment.

The expected salary ranges from $79,000 to $120,000 annually, including a full suite of benefits offered.

Qualifications

• Requires 5–10 years’ experience in the wealth management industry.
• Series 65 (RIA Only) is required.
• CFP preferred.

Responsibilities

• Manage existing client relationships and facilitate the financial planning process.
• Source and close new prospects through various channels.
• Mentor and train team members in financial planning.

Skills

Client relationship management

Financial planning

Analytical 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.

Financial Advisor

Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Athens, GA. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

The expected pay range for this Financial Advisor position is $79,000 to $120,000 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 may 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

• Manage existing client relationships to WEG’s planning-based standard of identity, facilitate the financial planning process, discover a prospect or client’s values, goals and objectives, understand their current financial situation, engage them in the financial planning process, prepare and conduct annual reviews, including both planning and investment topics, ensure ongoing client support and communication.
• Source and close prospects: proactively follow up with clients who have not implemented a financial plan, close leads provided by various WEG channels (Marketing, CRP, etc.), create opportunities within your network, drive referrals from existing clients.
• Mentor and train individuals on the team in technical areas of financial planning and client service: educate on the Wealth Enhancement Group planning process and overall financial planning matters.
• 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 remain in good compliance standing.

Education/Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• 5–10 years’ experience in the wealth management industry servicing clients.
• Series 65 (RIA Only).
• CFP preferred.
• Ability to provide high-level planning-oriented service.
• Possess excellent analytical, organizational, and communication skills (both oral & written).
• Ability to manage multiple projects at once.
• Engagement in WEG, broader community and active participation in financial planning community.

Comprehensive Benefits Offerings

• 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).

Equal Opportunity Employer

We are an equal opportunity employer, including disabled and veterans. This organization participates in E-Verify. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

OSHA Requirements

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

Application and Accommodation

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.