Financial Advisor - Established Client Portfolio

TravelCenters of America; 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

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.