Senior VP Financial Advisor: Wealth Planning & Growth

Wealth Enhancement Group, LLC; South San Francisco (CA); Presencial; USD 150.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

HSA plan

401k with match

Paid time off

Holidays

Parental leave

Descripción de la vacante

Wealth Enhancement Group in San Francisco Bay Area seeks a VP, Financial Advisor to bolster an advisory team delivering planning-based services. You will manage client relationships, support senior advisors, and drive client growth through prospecting and referrals.

The role emphasizes financial planning delivery, relationship management, and adherence to corporate standards. Licenses and advanced designations are required, with a compensation range of $150,000 to $250,000 annually depending on

Formación

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA); Series 65 (RIA Only).
• 4+ years of experience within the wealth management industry.

Responsabilidades

• Manage client relationships and assist senior advisors with complex clients.
• Facilitate the financial planning process and conduct annual reviews.
• Source and close prospective clients; drive referrals from existing clients.
• Present financial advice or plan to clients alongside the Financial Advisor.
• Meet with clients to obtain planning information and analyze investments and insurance.

Conocimientos

Client relationships

Financial planning

CRM proficiency

Communication

Sales prospecting

Team collaboration

Educación

Bachelor's degree

CFP / CPA / MBA

Series 7, 66

Series 65

Descripción del empleo

Wealth Enhancement Group in San Francisco Bay Area seeks a VP, Financial Advisor to bolster an advisory team delivering planning-based services. You will manage client relationships, support senior advisors, and drive client growth through prospecting and referrals.

The role emphasizes financial planning delivery, relationship management, and adherence to corporate standards. Licenses and advanced designations are required, with a compensation range of $150,000 to $250,000 annually depending on