Financial Advisor

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

Benefits offered by this job

Training & development

Health coverage

HSA

FSA

Life insurance

Disability insurance

401(k) match

Paid PTO 18 days

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is seeking a Financial Advisor in Salem to join a collaborative advisory team focused on helping clients achieve their financial goals. The role offers a base salary with uncapped earning potential through commissions and equity participation.

The position emphasizes client relationships, comprehensive financial planning, and proactive prospecting while integrating with the firm’s planning-based standards and CRM tools.

Qualifications

• 4-year degree in business, finance, or economics.
• Advanced designation: CFP, CPA, MBA, etc.
• Series 65 (RIA only).
• 4+ years of wealth management experience.
• Ability to source and convert prospects to clients.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Manage client relationships and assist senior advisors with complex clients.
• Facilitate the financial planning process.
• Discover a client’s values, goals and objectives.
• Understand their current financial situation and engage in planning.
• Prepare and conduct annual reviews covering planning and investments.
• Source and close prospective clients and drive referrals.
• Place trades and manage account transactions.
• Enter meeting notes into the CRM and support client meetings.

Skills

Prospect sourcing

Client relationship management

Financial planning

Communication skills

Analytical skills

CRM proficiency

Team collaboration

Education

4-year degree (business, finance, economics preferred)

Advanced designation (CFP, CPA, MBA, etc.)

Series 65 (RIA Only)

4+ years of wealth management experience

Job description

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services.

Position Overview

Our Salem office is looking for a Financial Advisor to work as part of an advisory team to help clients achieve their financial goals.

Base salary $100,000–$130,000, exclusive of commissions, bonuses, and equity participation.

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 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 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 transactions
• 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 good compliance standing

Education & Qualifications

• 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
• Excellent analytical, organizational, and communication skills (oral and written)
• Ability to manage multiple projects simultaneously
• 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
• Flexible Spending Account (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short‑term and long‑term disability coverage; 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)

EEO Statement

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