Senior Wealth Advisor - Hybrid, Client Growth & Planning

Wealth Enhancement; Centennial (CO); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off (PTO)

Job summary

Wealth Enhancement Centennial seeks a VP, Financial Advisor to guide clients toward their goals with a client-centric, planning-focused approach. The role blends high-level wealth planning with proactive prospecting and relationship management in a hybrid Colorado setting.

You will mentor teammates, participate in firm trainings, and drive growth through referrals while delivering exceptional service to a broad client base.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Series 65 or 7/66 licensing required.
• Substantial experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Possess excellent analytical, organizational, and communication skills (both oral & written).
• Ability to manage multiple projects at once.
• Engagement in WEG, broader community and active participation in financial planning community.

Responsibilities

• Facilitate the financial planning process.
• Discover a prospect or client’s values, goals and objectives.
• Understand their current financial situation.
• Engage them in the financial planning process.
• Prepare and conduct annual reviews, including both planning and investment topics.
• Ensure ongoing client support and communication.
• Source and close prospects.
• Follow up with clients who have not implemented financial plan.
• Close leads provided by Marketing, CRP, etc.
• Create opportunities within your network.
• Drive referrals from existing clients.
• Mentor and train individuals on the team in technical areas of financial planning and client service.
• Educate on the Wealth Enhancement Group planning process.
• Educate on the overall financial planning matters.

Skills

Analytical skills

Communication skills

Organizational skills

Education

4-year degree (business, finance, economics preferred)

Series 65 or 7/66

Job description

Wealth Enhancement Centennial seeks a VP, Financial Advisor to guide clients toward their goals with a client-centric, planning-focused approach. The role blends high-level wealth planning with proactive prospecting and relationship management in a hybrid Colorado setting.

You will mentor teammates, participate in firm trainings, and drive growth through referrals while delivering exceptional service to a broad client base.