Remote VP, Financial Planning & Advisory

Wealth Enhancement Group; Scottsdale (AZ); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k with match

Paid time off

HSA employer contribution

Life and AD&D insurance

Disability insurance

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 out of the Phoenix AZ metro area with a flexible schedule including onsite meetings.

The position focuses on understanding client goals, delivering thoughtful guidance, and maintaining a high-touch client experience. The compensation target ranges from $200k to $250k annually and includes a comprehensive benefits package.

Qualifications

• Bachelor's Degree (or equivalent experience) 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.
• Facilitate the financial planning process.
• Understand client’s current financial situation and goals.
• Engage clients in the financial planning process.
• Prepare and conduct annual reviews, including planning and investment topics.
• Assist the RVP to help close prospective clients and leads.
• Create opportunities within your network and drive referrals.
• Enter meeting notes into the CRM and support client service needs.
• Present financial advice or plan to clients and analyze investments and insurance policies.
• Place trades and manage accounts and participate in firm trainings and coaching.

Skills

Client relationship management

Financial planning

Prospect conversion

Communication

Education

Bachelor's degree in business/finance/economics

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 out of the Phoenix AZ metro area with a flexible schedule including onsite meetings.

The position focuses on understanding client goals, delivering thoughtful guidance, and maintaining a high-touch client experience. The compensation target ranges from $200k to $250k annually and includes a comprehensive benefits package.