Hybrid VP, Wealth Advisory & Client Growth

Wealth Enhancement; Folsom (CA); Hybrid; USD 120,000 - 200,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

HSA with employer contribution

401(k) with match

PTO and holidays

Tuition/licensing reimbursement

Career development

Job summary

Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to guide high-net-worth clients toward their financial goals within a team-based planning framework. The role blends relationship management with strategic financial planning and investment oversight, all delivered through a hybrid work arrangement.

You will lead client engagements, conduct annual reviews, source and close prospects, and mentor junior staff in planning concepts while adhering to our standards and

Qualifications

• Excellent analytical, organizational, and communication skills (oral & written).
• Requires a 4-year degree in business, finance, economics or related field.
• Licensing: Series 65 or Series 7/66; insurance licenses; CFP preferred.

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard of identity.
• Facilitate the financial planning process and engage clients in planning.
• Understand clients’ current financial situation and goals; conduct annual reviews.
• Source and close prospects; drive referrals and develop opportunities within your network.
• Mentor and train team members in technical financial planning and client service.
• Adhere to corporate communication strategy and maintain compliance.

Skills

Analytical skills

Organizational skills

Communication skills

Client relationship management

Education

Bachelor's degree in business/finance/economics

Series 65 or Series 7/66 license

CFP designation (preferred)

Insurance licenses

Job description

Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to guide high-net-worth clients toward their financial goals within a team-based planning framework. The role blends relationship management with strategic financial planning and investment oversight, all delivered through a hybrid work arrangement.

You will lead client engagements, conduct annual reviews, source and close prospects, and mentor junior staff in planning concepts while adhering to our standards and