Financial Advisor, Partner Programs

Wealth Enhancement; Southlake (TX); Hybrid; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Financial Advisor to join their dynamic team in Southlake, Texas. This hybrid role offers the chance to work closely with clients, helping them navigate their financial journeys through personalized planning and exceptional service. As part of a collaborative environment, you'll engage in complex financial planning, support client relationships, and contribute to the firm's growth. With a focus on professional development and work/life balance, this position promises not just a job, but a fulfilling career path in wealth management.

Benefits

Health Coverage

401(k)

Paid Time Off

Parental Leave

Tuition Reimbursement

Qualifications

• Minimum 5 years' experience as a registered representative, CFP, CFA, or CPA.
• Series 65 or 7/66 certification required; advanced designations preferred.

Responsibilities

• Manage client relationships and assist with complex client planning.
• Facilitate financial planning and conduct annual reviews.

Skills

Analytical Skills

Organizational Skills

Communication Skills

Financial Planning

Client Relationship Management

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Tools

Microsoft Office

Salesforce

Job description

Join to apply for the Financial Advisor, Partner Programs role at Wealth Enhancement.

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm dedicated to enriching our clients' lives. We specialize in personalized financial planning through our team-based Roundtable and UniFi processes, serving over 75,000 households across more than 100 offices nationwide.

Position Overview

The Financial Advisor position services clients via custodian channels, focusing on helping clients achieve their financial goals while delivering exceptional client service. This hybrid role is based in Southlake, Texas, with excellent growth opportunities.

Primary Responsibilities

1. Manage client relationships and assist with complex client planning to meet WEG standards.
2. Facilitate financial planning, understand clients' financial situations, and conduct annual reviews.
3. Support RVP in closing prospective clients and creating network opportunities.
4. Handle client service tasks such as note-taking, entering data into CRM, presenting financial plans, analyzing investments, placing trades, and participating in training and educational events.
5. Comply with company communication strategies and maintain good standing.

Qualifications

• Bachelor's Degree in business, finance, economics, or related field.
• At least 2 years as a registered representative with Series 65 or 7/66.
• Minimum 5 years' experience as a registered representative, CFP, CFA, or CPA.
• Series 65 or 7/66 certification required; advanced designations preferred.
• Experience with complex financial planning, tax, trust, and estate planning.
• Strong analytical, organizational, and communication skills.
• Proficiency with Microsoft Office, familiarity with Salesforce, and ability to travel locally.

Benefits

Our benefits focus on health and wellness, financial well-being, professional development, and work/life balance, including health coverage, 401(k), paid time off, parental leave, tuition reimbursement, and more.

Additional Information

For accommodations during the application process, contact HR at 763-417-1700. We are an Equal Opportunity Employer and participate in E-Verify.

Job Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales