Financial Advisor

Wealth Enhancement; Salem (OR); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

HSA with employer contribution

Job summary

Wealth Enhancement in Salem, OR seeks a Financial Advisor to join an advisory team and help clients reach their financial goals. This succession role will take over an established book as the current advisor plans to retire.

The base salary ranges from $100,000 to $130,000, with eligible variable compensation and equity participation. You will manage client relationships, facilitate the planning process, source and close prospects, and provide planning‑driven service across investments and

Qualifications

• Requires a 4‑year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• 4+ years of experience within the wealth management industry
• Ability to source and convert prospects to clients and provide high‑level planning‑oriented service
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engaged in WEG, broader community and active participation in the financial planning community

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
• 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 a financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• Meet with clients to obtain additional planning information
• Analyze client’s current investments and insurance policies
• Place trades and manage account activities
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs

Skills

Client relationship management

Financial planning

CRM software

Sales & lead conversion

Education

Bachelors degree (business/finance/economics)

Advanced designation (CFP/CPA/MBA)

Series 65

Tools

CRM software

Trading platforms

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 90,000 households from our over 175 offices 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.

The Salem office in Oregon is seeking a Financial Advisor to work as part of an advisory team to help clients achieve their financial goals and provide client service that exceeds expectations. This is a succession opportunity to take over an established client portfolio, as the current advisor lead plans to retire within the next several years.

Base salary range for this position is $100,000-$130,000 exclusive of commissions, bonuses and benefits. The position is also eligible for variable compensation and participation in our equity program.

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 a financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients

Manage Client Relationships and Client Service as Needed

• 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 account activities

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and maintain proficiency in advisor/client‑facing technology.

Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.

Education and Qualifications

• Requires a 4‑year degree; business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• 4+ years of experience within the wealth management industry
• Ability to source and convert prospects to clients and provide high‑level planning‑oriented service
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engaged in WEG, broader community and active participation in the 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 paid401(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

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Accommodations

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.

Compliance and AI Screening

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. 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.

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.