Financial Advisor

Wealth Enhancement Group, LLC; Charleston (WV); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match

Paid time off (PTO)

Training and professional development

Job summary

Wealth Enhancement Group, LLC, located in Charleston, West Virginia, is seeking a skilled Financial Advisor to join its advisory team. In this role, you will manage client relationships and assist in delivering personalized financial planning and investment management services. The position requires excellent communication and analytical skills to meet and exceed client expectations.

The salary range for this position is competitive, between $100,000 to $150,000, depending on experience and qualifications. This is an excellent opportunity to grow in a dynamic wealth management firm.

Qualifications

• 4+ years of experience in wealth management.
• Ability to source and convert prospects to clients.
• Excellent organizational skills and ability to manage multiple projects.
• Series 7 and 66 licenses are required.

Responsibilities

• Manage client relationships and assist senior advisors.
• Facilitate financial planning process with clients.
• Prepare and conduct annual reviews.
• Source and close prospective clients.

Skills

Client relationship management

Financial planning

Analytical skills

Communication skills

Education

4-year degree in business, finance, or economics

CFP, CPA, MBA (advanced designation)

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 more than 80,000 households from our more than 140 offices nationwide. Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service that helps every client craft their future. Our Charleston office in West Virginia is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s expectations, and contribute to company objectives for customer service quality, client retention, and sales growth. The expected pay range for this Financial Advisor position is $100,000 to $150,000 annually, which includes a base salary and variable compensation that depends on qualifications, skills, credentials, education, experience, tenure, cost of living, and market demand.

Primary Job Functions

• 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; 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.
• Source and close prospective clients; proactively follow up with clients who have not implemented the financial plan.
• Close leads provided by various WEG channels (Marketing, CRP, etc.).
• Create opportunities within your network; drive referrals from existing clients.
• Assist the Financial Advisor during client meetings and with follow‑up; take meeting notes and promptly enter them into the 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 current investments and insurance policies; place trades and manage accounts.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client‑facing technology.
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain a good compliance standing.

Education & Qualifications

• Requires a 4‑year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7 and 66 (BD/RIA) licenses.
• Series 65 (RIA Only) insurance licenses.
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high‑level planning‑oriented service.
• 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 the financial planning community.

Benefits

• 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 Employment

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. Your personal information is handled in accordance with applicable data protection laws.

Contact

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.