Financial Advisor — Wealth Planning & Client Growth

Wealth Enhancement Group; Miami (FL); On-site; USD 79,000 - 127,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Training and professional development

Job summary

Wealth Enhancement Group in Miami, Florida is looking for a Financial Advisor to join their advisory team. This role involves managing client relationships, facilitating the financial planning process, and assisting senior advisors.

The expected pay range for this position is $79,000 to $127,000 annually, depending on qualifications. Comprehensive benefits include health insurance, a 401k retirement plan, and paid time off.

Qualifications

• Requires 4+ years of experience in wealth management.
• Ability to source and convert prospects into clients.
• Proficient in financial planning and client engagement.

Responsibilities

• Manage client relationships and assist senior advisors.
• Facilitate the financial planning process effectively.
• Proactively follow up on financial plans and client opportunities.

Skills

Analytical skills

Communication skills

Organizational skills

Client relationship management

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Tools

CRM software

Job description

Wealth Enhancement Group in Miami, Florida is looking for a Financial Advisor to join their advisory team. This role involves managing client relationships, facilitating the financial planning process, and assisting senior advisors.

The expected pay range for this position is $79,000 to $127,000 annually, depending on qualifications. Comprehensive benefits include health insurance, a 401k retirement plan, and paid time off.