Senior Wealth Advisor & Financial Planner (Hybrid)

Wealth Enhancement Group; Folsom (CA); Hybrid; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

HSA with employer contrib.

Life insurance

Disability insurance

401k with match

Job summary

Wealth Enhancement Group is seeking a Vice President, Financial Advisor for our Folsom, CA office to help high-net-worth clients pursue their goals through planning-based guidance and coordinated investments. This is a hybrid role combining client meetings with collaborative team support.

The position requires a 4-year degree, securities licenses (Series 65/7/66) and credentials such as CFP. You will grow client relationships, lead planning processes, mentor teammates, and contribute to service

Qualifications

• Requires a 4-year degree in business, finance, or economics.
• Series 65 or 7/66 required.
• CFP and insurance licenses preferred.
• Extensive experience in wealth management and client sourcing.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard of identity.
• Source and close prospects to grow the client base.
• Mentor and train team members in financial planning and client service.
• Participate in WEG trainings and use advisor/client facing technology.
• Adhere to the corporate communication strategy and compliance standards.

Skills

Client relationships

Financial planning

Prospecting

Communication

Education

Bachelor's degree in business/finance

Series 65 or 7/66

CFP designation

Insurance licenses

Job description

Wealth Enhancement Group is seeking a Vice President, Financial Advisor for our Folsom, CA office to help high-net-worth clients pursue their goals through planning-based guidance and coordinated investments. This is a hybrid role combining client meetings with collaborative team support.

The position requires a 4-year degree, securities licenses (Series 65/7/66) and credentials such as CFP. You will grow client relationships, lead planning processes, mentor teammates, and contribute to service