Growth-Focused Associate Financial Advisor

Wealth Enhancement Group, LLC; Athens (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k with match

Paid time off

HSA

Job summary

Wealth Enhancement Group in Athens, GA seeks an Associate Financial Advisor to join the advisory team. You’ll partner with senior advisors to deliver high-touch client service and help clients reach their financial goals.

The role offers to build advisory experience, contribute to business development, and support client retention. A 4-year degree and 2+ years in wealth management are required; Series 65 is preferred. Compensation ranges from $55,000 to $85,000 plus benefits.

Qualifications

• Bachelor's degree in business, finance, or economics.
• Minimum 2 years in wealth management.
• Series 65 advanced designation or CFP preferred.

Responsibilities

• Actively manage client relationships with excellent service.
• Assist the Financial Advisor during client meetings and follow-up.
• Take meeting notes and enter into CRM.
• Present financial advice or plan to client with the Financial Advisor.
• Meet with client to obtain planning information or confirm details.
• Analyze investments, insurance policies, and financial plans.
• Place trades and oversee tasks by the client service team.
• Prepare annual reviews and support the team.

Skills

Analytical skills

Communication skills

Organizational skills

Client relationship management

Education

4-year degree

2+ years wealth management experience

Series 65

CFP preferred

Tools

CRM software

Job description

Wealth Enhancement Group in Athens, GA seeks an Associate Financial Advisor to join the advisory team. You’ll partner with senior advisors to deliver high-touch client service and help clients reach their financial goals.

The role offers to build advisory experience, contribute to business development, and support client retention. A 4-year degree and 2+ years in wealth management are required; Series 65 is preferred. Compensation ranges from $55,000 to $85,000 plus benefits.