Senior VP, Wealth Planning & Advisory

Wealth Enhancement Group; Plymouth (MN); Ibrido; USD 200.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health and dental insurance

401k with match and profit sharing

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Descrizione del lavoro

Wealth Enhancement Group in the Minneapolis–Saint Paul metro area is seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels.

This role partners with new clients to understand goals, provide thoughtful financial guidance, and deliver a high-touch client experience, with compensation in the $200k–$250k range depending on experience and productivity.

Competenze

• Bachelor's Degree (or equivalent) 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

Mansioni

• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
• Facilitate the financial planning process
• Understand their current financial situation
• Engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Assist the RVP to help close prospective clients
• Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• Manage client relationships and client service as needed
• Take meeting notes and promptly enter into the CRM
• Present financial advice or plan to client
• Analyze client’s current investments and insurance policies
• Placing trades and account management
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Conoscenze

Client relationship management

Financial planning

Communication

Analytical skills

Project management

Negotiation

Travel locally

Formazione

Bachelor's Degree (or equivalent)

Series 65 or 7/66 or advanced designation

Experience with complex financial planning

Strumenti

Microsoft Office Suite

Salesforce

Descrizione del lavoro

Wealth Enhancement Group in the Minneapolis–Saint Paul metro area is seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels.

This role partners with new clients to understand goals, provide thoughtful financial guidance, and deliver a high-touch client experience, with compensation in the $200k–$250k range depending on experience and productivity.