Financial Advisor — Wealth Planning & Client Growth

Wealth Enhancement Group, LLC; Charleston (WV); Presencial; USD 100.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision coverage

401(k) with match

Paid time off (PTO)

Training and professional development

Descripción de la vacante

Wealth Enhancement Group, LLC, located in Charleston, West Virginia, is seeking a skilled Financial Advisor to join its advisory team. In this role, you will manage client relationships and assist in delivering personalized financial planning and investment management services. The position requires excellent communication and analytical skills to meet and exceed client expectations.

The salary range for this position is competitive, between $100,000 to $150,000, depending on experience and qualifications. This is an excellent opportunity to grow in a dynamic wealth management firm.

Formación

• 4+ years of experience in wealth management.
• Ability to source and convert prospects to clients.
• Excellent organizational skills and ability to manage multiple projects.
• Series 7 and 66 licenses are required.

Responsabilidades

• Manage client relationships and assist senior advisors.
• Facilitate financial planning process with clients.
• Prepare and conduct annual reviews.
• Source and close prospective clients.

Conocimientos

Client relationship management

Financial planning

Analytical skills

Communication skills

Educación

4-year degree in business, finance, or economics

CFP, CPA, MBA (advanced designation)

Descripción del empleo

Wealth Enhancement Group, LLC, located in Charleston, West Virginia, is seeking a skilled Financial Advisor to join its advisory team. In this role, you will manage client relationships and assist in delivering personalized financial planning and investment management services. The position requires excellent communication and analytical skills to meet and exceed client expectations.

The salary range for this position is competitive, between $100,000 to $150,000, depending on experience and qualifications. This is an excellent opportunity to grow in a dynamic wealth management firm.