New Client Acquisition Specialist

Wealth Enhancement Group; Oregon; Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Job summary

Wealth Enhancement Group is hiring a New Client Acquisition Specialist to identify potential clients for our financial advisors. You will build a high-volume outreach program, screen prospects, and schedule appointments while partnering with Marketing to convey our value proposition.

We offer base salary plus a performance-based variable plan. The role is open to candidates across the continental United States, with standard hours 9 AM–5 PM in your time zone and optional overtime.

Qualifications

• Experience in financial services with outbound sales and a track record of meeting goals.
• Ability to work in a team and maintain a positive, solution-focused attitude.
• Familiarity with Salesforce, Workday, and advisory practices is beneficial.

Responsibilities

• Initiate the advisor opportunity sales pipeline and qualify leads.
• Screen prospects and set appointments for financial advisors.
• Use high-velocity dials and email activity to generate opportunities.
• Record data in Salesforce and manage opportunities for advisors.

Skills

Strong phone presence

Communication skills

Team player

Education

Bachelor's Degree or equivalent experience in business/finance

Series 7 and 66 preferred

Tools

Salesforce

Workday

Microsoft Office

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visitWe have an exciting opportunity for a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on an appointment set. We're open to candidates across the continental United States. The working hours for this role are Monday-Friday, 9AM to 5PM (in your own time zone) and the candidate can be located anywhere in the continental United States. We offer optional overtime for candidates interested in extra hours. The overtime options include Saturday shifts from 9AM-12PM or 12PM-3PM, and/or weekday late shifts from 5PM-8PM. In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000.00, plus a variable compensation plan. The variable compensation is performance-based, with the potential to bring total annual take-home-pay into the $90,000.00 to $110,000.00 range, depending on individual and team performance metrics. This role is additionally eligible for full-time benefits.

Primary Job Functions

Initiate the Advisor Opportunity Sales Pipeline

• Produce sales results by developing and qualifying leads
• Screen prospective clients and set appointments for financial advisors
• Create a high volume of outbound dials and email activity

Communicate Company Value Proposition

• Partner with Marketing to communicate company brand and messaging
• Understands current marketing channels and event campaigns
• Enthusiastically communicates the company's service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values

Utilize Salesforce Customer Relationship Management System

• Use Salesforce high velocity sales applications to prioritize work queues
• Accurately and efficiently record data entry of interactions with prospects
• Input new client Opportunities for advisors, ensuring proper data and reporting
• Utilize advisor rotation software to ensure accurate prospect assignment

Build and Maintain Financial Industry Knowledge

• Comply with the securities industry rules and regulations
• Maintain awareness of current market trends and education
• Expand financial industry knowledge and experience

Improve Service Quality by Using AI and Digital Tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment
• Identify and escalation inaccurate information and knowledge gaps, or issues related to digital tools

Education / Qualifications

• Bachelor's Degree (or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education) in business; finance, economics or related
• Experience in financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
• Series 7 and 66 (or 63 & 65) preferred
• Ability to work as a team member; positive solution-focused attitude
• Strong phone presence and communication skills
• Knowledge of financial planning and advisory practices
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality
• Experience with Workday preferred
• Proficient at using AI and digital tools, creating and maintaining knowledge content, and driving improvements based on data and feedback

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified in this position is $67,300.00 to $97,600.00. However, for this specific opening, the expected base salary is $50,000.00, which is aligned with our current compensation strategy for new hires in this role. In addition to the base salary, this position includes a variable compensation component based on individual and team performance. This performance-based incentive structure is designed to bring total annual compensation into the $90,000.00-$110,000.00 range, depending on results.

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance - employer paid and voluntary options
• Short-term and long-term disability, workers compensation - employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

LinkOSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.