Senior Wealth Advisor & Planner - Hybrid

Wealth Enhancement; Centennial (CO); Ibrido; USD 120.000 - 240.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401k with employer match

Paid time off

Tuition reimbursement

HSA/FSA

Descrizione del lavoro

Wealth Enhancement is seeking a VP, Financial Advisor for our Centennial, Colorado office to help clients achieve their financial goals with exceptional service.

You will lead client planning, manage relationships, and drive practice growth while partnering with the Roundtable and UniFi processes that set us apart. This hybrid role offers a national compensation approach and performance‑based rewards.

Competenze

• Requires a 4-year degree in business, finance, or economics.
• Series 65 or 7/66 license is required or must be obtained.
• Extensive experience in wealth management and client service.

Mansioni

• Facilitate the financial planning process for clients.
• Discover client goals and current financial situation.
• Prepare and conduct annual planning reviews.
• Source new prospects and close opportunities.
• Mentor team members on planning and service standards.

Conoscenze

Prospect sourcing

Client relationship

Financial planning

Communication skills

Formazione

Bachelor's degree in finance or related field

Series 65 or 7/66

Descrizione del lavoro

Wealth Enhancement is seeking a VP, Financial Advisor for our Centennial, Colorado office to help clients achieve their financial goals with exceptional service.

You will lead client planning, manage relationships, and drive practice growth while partnering with the Roundtable and UniFi processes that set us apart. This hybrid role offers a national compensation approach and performance‑based rewards.