Financial Advisor - Wealth Planning & Client Growth

Wealth Enhancement Group, LLC; Boston (MA); Presencial; USD 140.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

401k with match and profit sharing

Paid time off

Paid holidays

Tuition/licensing reimbursement

Descripción de la vacante

Wealth Enhancement Group, LLC in Boston, MA is seeking a Financial Advisor to join our advisory team and help clients achieve their financial goals with planning-focused service. You will work with senior advisors, participate in the planning process, and help drive client retention and growth.

The role requires a 4-year degree, CFP/CPA/MBA or similar advanced designation, Series 7/66 licenses, and 4+ years in wealth management.

Formación

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA) 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
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

Responsabilidades

• Manage client relationships and assist senior advisors with complex clients.
• 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 financial plan.
• Close leads provided by various WEG channels (Marketing, CRP, etc.).
• Create opportunities within your network.
• Drive referrals from existing clients.
• Manage client relationships and client service as needed.
• Assist the Financial Advisor during client meetings and with follow-up.
• Take meeting notes and promptly enter into the CRM.
• Present financial advice or plan to client with the Financial Advisor.
• Meet with client to obtain additional planning information, or to clarify/confirm information provided.
• Analyze client’s current investments and insurance policies.
• Placing trades and account management.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology.
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Conocimientos

Client relationship management

Communication skills

Analytical skills

Organizational skills

Multi-project management

Prospect sourcing & conversion

Financial planning knowledge

Educación

Advanced designation (CFP, CPA, MBA)

Series 7 & 66 licenses

4-year degree (business/finance/economics preferred)

Descripción del empleo

Wealth Enhancement Group, LLC in Boston, MA is seeking a Financial Advisor to join our advisory team and help clients achieve their financial goals with planning-focused service. You will work with senior advisors, participate in the planning process, and help drive client retention and growth.

The role requires a 4-year degree, CFP/CPA/MBA or similar advanced designation, Series 7/66 licenses, and 4+ years in wealth management.