Financial Advisor: Client Planning & Wealth Growth

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 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.