Senior Financial Advisor - Wealth Planning Leader

Wealth Enhancement; Plymouth (MN); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical, dental and vision

401k with match

Paid time off

HSA with employer contribution

Life and AD&D insurance

Disability insurance

Tuition reimbursement

Job summary

Wealth Enhancement seeks a Vice President, Financial Advisor to join our Minneapolis-based team. This hybrid role focuses on delivering high-touch financial guidance to clients referred through custodial channels, collaborating with new clients to define goals and craft personalized plans.

The position combines relationship management, planning leadership, and strategic client service in a growth-focused firm.

Qualifications

• Bachelor's degree (or equivalent) in business, finance, economics or related field.
• Minimum 5 consecutive years as a registered representative (IAR) with 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.
• Excellent analytical, organizational, and communication skills (oral & written).
• Ability to manage multiple projects at once.
• Proficient with Microsoft Office Suite; familiar 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 clients' current financial situation.
• 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; drive referrals from existing clients.
• Present financial advice or plan to clients and analyze investments and policies.
• Place trades and manage accounts; participate in Wealth Enhancement Group trainings and proficiency with advisor/client facing technology.

Skills

Client relationships

Complex financial planning

Prospect conversion

Analytical skills

Communication skills

Project management

Education

Bachelor's Degree (or equivalent)

Series 65 or 7/66 designation

Tools

MS Office

Salesforce

Job description

Wealth Enhancement seeks a Vice President, Financial Advisor to join our Minneapolis-based team. This hybrid role focuses on delivering high-touch financial guidance to clients referred through custodial channels, collaborating with new clients to define goals and craft personalized plans.

The position combines relationship management, planning leadership, and strategic client service in a growth-focused firm.