Remote VP, Financial Advisor — Client Growth & Planning

Wealth Enhancement Group; Sacramento (CA); Remote; USD 225,000 - 250,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

PTO and holidays

Job summary

Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with a varied schedule that includes onsite client meetings.

You will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a high-touch client experience. The compensation range is $225k-$250k annually with a full benefits suite.

Qualifications

• Bachelor's degree in business, finance, economics or related.
• Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/66 or advanced designation.
• Experience with complex financial planning (including tax, alternative investments, trust and estate).
• Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business.
• Possess excellent analytical, organizational, and communication skills (both oral & written).
• Ability to manage multiple projects at once.
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality.
• Able to travel locally to meet clients and attend meetings at various locations

Responsibilities

• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process.
• Understand their current financial situation.
• Engage them in the financial planning process.
• Prepare and conduct annual reviews, including both planning and investment topics.
• Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.).
• Create opportunities within your network.
• Drive referrals from existing clients.
• Take meeting notes and promptly enter into the CRM.
• Present financial advice or plan to client.
• Analyze client’s current investments and insurance policies.
• Placing trades and account management.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology.
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Skills

Prospect conversion

Planning strategy

Analytical skills

Communication skills

Travel ready

CRM experience

Salesforce

MS Office

Education

Bachelor's degree in business or finance

Series 65 or 7/66 designation

Tools

Salesforce

Microsoft Office

Job description

Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. This remote role is based in the Bay Area or Sacramento, with a varied schedule that includes onsite client meetings.

You will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a high-touch client experience. The compensation range is $225k-$250k annually with a full benefits suite.