Financial Advisor – Wealth Planning with Equity

Wealth Enhancement Group, LLC; Lansing (MI); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off - 18 days PTO + 12 paid/

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a Financial Advisor in Michigan to join a collaborative advisory team. You will help clients achieve financial goals by delivering planning-based guidance and investment strategies, while maintaining strong client relationships and providing exceptional service.

Role includes prospecting, conducting annual reviews, and coordinating with senior advisors. Requires a 4-year degree and professional designations; compensation includes base salary, bonuses, and

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only).
• Insurance Licenses are required.
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients with high-level planning-oriented service.

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 and engage them in the planning process.
• Prepare and conduct annual reviews covering planning and investment topics.
• Source and close prospective clients and drive referrals from existing clients.
• Enter meeting notes into CRM and assist during client meetings.

Skills

Client relationship management

Financial planning

Communication skills

Prospecting & business development

Education

Bachelors degree in business/finance

CFP/CPA/MBA or equivalent

Series 7 & 66

Series 65 (RIA)

Insurance Licenses

Job description

Wealth Enhancement Group is seeking a Financial Advisor in Michigan to join a collaborative advisory team. You will help clients achieve financial goals by delivering planning-based guidance and investment strategies, while maintaining strong client relationships and providing exceptional service.

Role includes prospecting, conducting annual reviews, and coordinating with senior advisors. Requires a 4-year degree and professional designations; compensation includes base salary, bonuses, and