Financial Advisor: Planning-Driven Growth & Equity Eligible

Wealth Enhancement Group; Boca Raton (FL); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical, dental & vision

401k with match

Paid time off

Paid holidays

Tuition reimbursement

Equity program

Job summary

Wealth Enhancement Group in Boca Raton, FL is seeking a Financial Advisor to join an advisory team and help clients reach their financial goals. You will manage client relationships, support senior advisors, and collaborate to deliver planning-based solutions.

A 4-year degree is required with advanced designation such as CFP or CPA; 4+ years in wealth management; Series 7/66/65 preferred. The base salary ranges $110,000–$130,000 plus commissions, bonuses, and benefits, with equity participation.

Qualifications

• 4+ years of experience in wealth management or financial planning
• Ability to source and convert prospects to clients and provide planning-oriented service
• Excellent analytical, organizational, and communication skills (oral & written)
• Ability to manage multiple projects simultaneously
• Engagement in WEG, community, and financial planning initiatives

Responsibilities

• Manage client relationships and assist senior advisors with complex clients
• Support the financial planning process and conduct annual reviews
• Source and close prospective clients and follow up with inactive clients
• Take meeting notes and enter CRM data; assist with trades and account management
• Participate in WEG trainings and adhere to corporate communications standards

Education

4-year degree in business/finance/economics

Advanced designation CFP/CPA/MBA/MS in Tax/JD

Tools

Series 7

Series 66

Series 65

Job description

Wealth Enhancement Group in Boca Raton, FL is seeking a Financial Advisor to join an advisory team and help clients reach their financial goals. You will manage client relationships, support senior advisors, and collaborate to deliver planning-based solutions.

A 4-year degree is required with advanced designation such as CFP or CPA; 4+ years in wealth management; Series 7/66/65 preferred. The base salary ranges $110,000–$130,000 plus commissions, bonuses, and benefits, with equity participation.