Financial Advisor - Planning, Growth & Equity

Wealth Enhancement; Salem (OR); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

HSA with employer contribution

Job summary

Wealth Enhancement in Salem, OR seeks a Financial Advisor to join an advisory team and help clients reach their financial goals. This succession role will take over an established book as the current advisor plans to retire.

The base salary ranges from $100,000 to $130,000, with eligible variable compensation and equity participation. You will manage client relationships, facilitate the planning process, source and close prospects, and provide planning‑driven service across investments and

Qualifications

• Requires a 4‑year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• 4+ years of experience within the wealth management industry
• Ability to source and convert prospects to clients and provide high‑level planning‑oriented service
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engaged in WEG, broader community and active participation in the financial planning community

Responsibilities

• Manage client relationships and assist senior advisors with management of complex clients to the WEG planning‑based standard of identity.
• Facilitate the financial planning process
• Discover a prospect or client’s values, goals and objectives
• Understand their current financial situation
• Engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Source and close prospective clients
• Proactively follow up with clients who have not implemented a financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• Meet with clients to obtain additional planning information
• Analyze client’s current investments and insurance policies
• Place trades and manage account activities
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs

Skills

Client relationship management

Financial planning

CRM software

Sales & lead conversion

Education

Bachelors degree (business/finance/economics)

Advanced designation (CFP/CPA/MBA)

Series 65

Tools

CRM software

Trading platforms

Job description

Wealth Enhancement in Salem, OR seeks a Financial Advisor to join an advisory team and help clients reach their financial goals. This succession role will take over an established book as the current advisor plans to retire.

The base salary ranges from $100,000 to $130,000, with eligible variable compensation and equity participation. You will manage client relationships, facilitate the planning process, source and close prospects, and provide planning‑driven service across investments and