Remote VP of Financial Advisory – Elite Wealth Planning

Wealth Enhancement Group; San Francisco (CA); Hybrid; USD 225,000 - 250,000; Full time

Benefits offered by this job

Health and dental insurance

401k with match

Paid time off

HSA/FSA

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 in the Bay Area or Sacramento with onsite meetings as needed.

The position offers a pay range of $225k–$250k annually plus a full benefits package. Expect a high-touch client experience, complex planning, and a pathway to grow a large book of business.

Qualifications

• Bachelor's degree in business, finance, economics or related field.
• Minimum 5 consecutive years as a registered representative (IAR) holding Series 65 or 7/66 or equivalent designation.
• Experience with complex financial planning including tax, trusts and estate planning.
• Strong analytical, organizational and communication skills; ability to manage multiple projects.

Responsibilities

• Manage client relationships and support complex clients per WEG standards.
• Facilitate the financial planning process and conduct annual reviews.
• Assist RVP to close prospective clients and leads from various channels.
• Generate opportunities within your network and drive referrals.
• Prepare and present financial advice and plans to clients.
• Enter meeting notes into CRM and maintain client records.
• Travel locally to meet clients and attend meetings as needed.

Skills

Client relationship management

Financial planning

Communication

Sales and business development

Analytical skills

Microsoft Office

Salesforce

Education

Bachelor's Degree in business/finance/economics

Series 65 or 7/66 license or advanced designation

Tools

Salesforce

Microsoft Office Suite

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 onsite meetings as needed.

The position offers a pay range of $225k–$250k annually plus a full benefits package. Expect a high-touch client experience, complex planning, and a pathway to grow a large book of business.