Senior Wealth Advisor & Client Strategy Lead

Wealth Enhancement Group, LLC; Centennial (CO); Ibrido; USD 120.000 - 180.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401k with match and profit sharing

Paid time off

Parental leave

Descrizione del lavoro

Wealth Enhancement Group in Centennial, CO, is seeking a VP, Financial Advisor to help clients achieve their goals with planning-based guidance. You will manage existing relationships, lead the financial planning process, and close new business through referrals.

Requires a 4-year degree and securities licenses; extensive wealth-management experience; strong communication, analytical, and organizational skills; a collaborative, team-oriented approach in a hybrid work environment.

Competenze

• Requires a 4-year degree; business, finance, economics preferred.
• Series 65 or 7/66 licenses required.
• Substantial experience within the wealth management industry and proficiency in high-level planning services.

Mansioni

• Manage existing client relationships to WEG’s planning-based standard of identity.
• Facilitate the financial planning process and client reviews.
• Source and close prospects; drive referrals; mentor team members in financial planning and client service.

Conoscenze

Client relationships

Financial planning

Prospect sourcing

Communication skills

Organization

Mentoring

Formazione

4-year degree

Series 65

Series 7/66

Descrizione del lavoro

Wealth Enhancement Group in Centennial, CO, is seeking a VP, Financial Advisor to help clients achieve their goals with planning-based guidance. You will manage existing relationships, lead the financial planning process, and close new business through referrals.

Requires a 4-year degree and securities licenses; extensive wealth-management experience; strong communication, analytical, and organizational skills; a collaborative, team-oriented approach in a hybrid work environment.