Remote VP, Financial Advisor — High-Impact Wealth Planning

Wealth Enhancement; San Francisco (CA); Remote; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k retirement plan

PTO

Professional development

Job summary

Wealth Enhancement is seeking a Vice President, Financial Advisor to join a growing national team. This remote role is based in the Bay Area or Sacramento and includes periodic on-site client meetings, a high-touch service model, and a compensation structure that combines base salary with incentive pay.

You will manage client relationships, guide complex planning, collaborate with custodians, and help close new business.

Qualifications

• Bachelor's degree (or equivalent) in business; finance, economics or related field.
• Minimum 5 consecutive years as a registered representative (IAR) holding 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 planning-oriented service to a growing book.

Responsibilities

• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process and engage clients in planning discussions.
• Prepare and conduct annual reviews, including planning and investment topics.
• Assist the RVP to help close prospective clients and leads.
• Drive referrals from existing clients and develop opportunities within your network.

Skills

Analytical skills

Communication skills

Organizational skills

Networking

Education

Bachelor's Degree (or equivalent)

Series 65 or 7/66 or advanced designation

Tools

Salesforce

Microsoft Office

CRM

Job description

Wealth Enhancement is seeking a Vice President, Financial Advisor to join a growing national team. This remote role is based in the Bay Area or Sacramento and includes periodic on-site client meetings, a high-touch service model, and a compensation structure that combines base salary with incentive pay.

You will manage client relationships, guide complex planning, collaborate with custodians, and help close new business.