Financial Advisor – Succession Lead with Equity

Wealth Enhancement Group; Oregon City (OR); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical/Dental/Vision

HSA contributions

Life Insurance

Disability insurance

401k with match

Paid time off

Holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Clackamas, Oregon, is seeking a Financial Advisor to join an advisory team. You will help clients reach financial goals, support senior advisors, and drive client service excellence within a planning-based framework.

The role offers a base salary of $90,000–$110,000 plus commissions, bonuses and participation in our equity program. A succession path exists as the current lead plans to retire in 4–5 years.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Excellent analytical, organizational, and communication skills (oral & written).
• Ability to manage multiple projects at once.
• Engagement in WEG, broader community and active participation in 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.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor's degree in business/finance

CFP/CPA/MBA designation

Series 7/66 licensing

Insurance Licenses

4+ years wealth management experience

Job description

Wealth Enhancement Group in Clackamas, Oregon, is seeking a Financial Advisor to join an advisory team. You will help clients reach financial goals, support senior advisors, and drive client service excellence within a planning-based framework.

The role offers a base salary of $90,000–$110,000 plus commissions, bonuses and participation in our equity program. A succession path exists as the current lead plans to retire in 4–5 years.