Financial Advisor: Elite Wealth Planning & Client Impact

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

Benefits offered by this job

Medical, dental and vision coverage

401k with match

18 days of paid time off (PTO)

Job summary

A wealth management firm is looking for a Financial Advisor in Charleston, WV. The role involves managing client relationships, facilitating financial planning, and sourcing new clients. Candidates should have a 4-year degree, relevant certifications, and over four years of experience in the industry. Competitive salary range is $100,000 to $150,000 annually, along with comprehensive benefits including medical insurance, a 401k plan, and paid time off.

Qualifications

• Requires a 4-year degree; business, finance, or economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• 4+ years of experience in the wealth management industry.

Responsibilities

• Manage and assist senior advisors with complex client relationships.
• Facilitate the financial planning process for clients.
• Source and close prospective clients.

Skills

Analytical skills

Communication skills

Organizational skills

Education

4-year degree in business, finance, or economics

Certified Financial Planner (CFP)

Series 7, 66/65 licenses

Tools

CRM software

Financial planning software

Job description

A wealth management firm is looking for a Financial Advisor in Charleston, WV. The role involves managing client relationships, facilitating financial planning, and sourcing new clients. Candidates should have a 4-year degree, relevant certifications, and over four years of experience in the industry. Competitive salary range is $100,000 to $150,000 annually, along with comprehensive benefits including medical insurance, a 401k plan, and paid time off.