Senior Wealth Advisor & Client Strategy Lead

Wealth Enhancement Group, LLC; Centennial (CO); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401k with match and profit sharing

Paid time off

Parental leave

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationships

Financial planning

Prospect sourcing

Communication skills

Organization

Mentoring

Education

4-year degree

Series 65

Series 7/66

Job description

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.