Financial Advisor

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

Benefits offered by this job

Medical, dental, vision coverage

401(k) with match

Paid time off

Equity program

Job summary

Wealth Enhancement Group’s Salem, OR office is seeking a Financial Advisor to join an advisory team, taking over an established client portfolio as the current advisor retires.

The role offers a base salary of $100,000–$130,000, exclusive of commissions, bonuses, and benefits, plus variable compensation and participation in our equity program. CFP/CPA/MBA or equivalent advanced designation is required.

Qualifications

• A 4‑year degree is required.
• Advanced designation (CFP, CPA, MBA, etc.) is required.
• Series 65 required for RIA positions.
• 4+ years experience in wealth management is expected.
• Ability to source and convert prospects to clients and provide high‑level planning services.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple projects simultaneously.
• Active engagement in WEG and financial planning communities.

Responsibilities

• Manage client relationships and assist senior advisors with complex clients.
• Source and close prospective clients.
• Take meeting notes and enter them into the CRM.
• Present financial advice or plan to clients with the advisor.
• Analyze clients' investments and insurance policies.
• Place trades and manage accounts.
• Participate in trainings and coaching programs.

Skills

Excellent communication

Analytical ability

Organizational skills

Multitasking

Education

4‑year degree

CFP/CPA/MBA or equivalent advanced designation

Series 65

4+ years wealth management experience

Tools

CRM

Financial planning software

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm that enriches the lives of our clients through personalized financial planning and investment management. We serve over 90,000 households from more than 175 offices nationwide, continually improving our processes and delivering unique financial plans.

Our Salem office in Oregon is hiring a Financial Advisor to join an advisory team, helping clients achieve their financial goals and exceeding expectations. This opportunity involves taking over an established client portfolio as the current advisor plans to retire.

The base salary range for this position is $100,000–$130,000, exclusive of commissions, bonuses, and benefits. The role also offers variable compensation and participation in our equity program.

Primary Job Functions

Manage client relationships and assist senior advisors with complex clients in accordance with 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, covering 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 clients with the Financial Advisor
• Meet with clients to obtain additional planning information or clarify details
• Analyze clients’ current investments and insurance policies
• Place trades and manage accounts

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

Maintain adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and remain in good compliance standing.

Education/Qualifications

• 4‑year degree, preferably in business, finance, or economics
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 for RIA positions
• 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
• Active engagement in WEG, the broader community, and the financial planning community

Comprehensive Benefits Offerings

Benefits are designed to support health and wellness, financial well‑being, professional development, and work/life harmony. Eligible employees and their families may participate in:

• Training and professional development
• Medical, dental, and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance (employer paid and voluntary options)
• Short‑term and long‑term disability and 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 predetermined and 2 floating days)
• Paid parental leave and paid caregiver leave (available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (upon meeting service requirements)

Health & Safety

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

Equal Opportunity

Information provided on this application will be kept confidential and shared only with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

Wealth Enhancement may use artificial intelligence (AI) tools for initial resume screening. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Personal information is handled in accordance with applicable data protection laws.