Hybrid Senior Wealth Advisor & Planning Leader

Wealth Enhancement Group, LLC; Summit (NJ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match

18 days of paid time off

Job summary

Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical and communication skills.

This hybrid role includes preparing annual reviews, conducting educational events, and mentoring team members in financial planning. Competitive compensation and a comprehensive benefits package are offered, including medical coverage and paid time off.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Substantial experience within the wealth management industry.
• Possess excellent analytical, organizational, and communication skills (both oral & written).

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard.
• Facilitate the financial planning process.
• Prepare and conduct annual reviews, including planning and investment topics.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree in business, finance, or economics

Tools

Financial planning technology

Job description

Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical and communication skills.

This hybrid role includes preparing annual reviews, conducting educational events, and mentoring team members in financial planning. Competitive compensation and a comprehensive benefits package are offered, including medical coverage and paid time off.