Remote VP, Wealth Advisor: High-Impact Planning

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

Benefits offered by this job

Health and dental insurance

401k with match

PTO and holidays

Parental leave

Tuition reimbursement

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 offers a comprehensive compensation range; initial target is $200k–$250k annually, combining base salary and variable pay. Benefits include health/dental, 401k, PTO, and more.

Qualifications

• Bachelor's degree in business, finance, economics or related field.
• Minimum 5 consecutive years as an IAR with Series 65 or 7/66 or advanced designation.
• Experience with complex financial planning including tax, trusts and estates.
• Ability to convert prospects to clients and provide planning-oriented service.
• Strong analytical, organizational and communication skills.
• Proficient with Salesforce and Office tools.

Responsibilities

• Manage client relationships and assist with complex client planning.
• Guide clients through the financial planning process and annual reviews.
• Understand clients' goals and current financial situation.
• Engage clients in planning discussions and present financial advice.
• Assist in closing prospective clients and leads from various channels.
• Enter meeting notes into the CRM and travel locally to meet clients.

Skills

Client relationships

Financial guidance

Communication

Networking and referrals

CRM knowledge

Education

Bachelor's Degree in business/finance

Series 65 or 7/66 license

Registered Representative (IAR) with 5+ years

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 offers a comprehensive compensation range; initial target is $200k–$250k annually, combining base salary and variable pay. Benefits include health/dental, 401k, PTO, and more.