Senior Wealth Advisor & Planning Leader

Wealth Enhancement Group; Mayfield (OH); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Health and dental insurance

401k retirement plan with match

Paid time off and holidays

Tuition reimbursement and licensing 지원

Job summary

Wealth Enhancement Group in Cleveland, OH is seeking a Vice President Financial Advisor to lead client relationships and drive planning-based wealth management solutions. You will guide the financial planning process, assess client values, goals, and current financial situations, and deliver annual reviews covering planning and investment topics.

We rely on your ability to source and close prospects, manage multiple projects, mentor team members, and educate clients on our planning process.

Qualifications

• 4-year degree required; business, finance, or economics preferred.
• Advanced designation such as CFP or MBA recommended.
• Series 7/66 and Series 65 licenses required or in process.
• Insurance licenses preferred.

Responsibilities

• Manage existing client relationships to guide comprehensive planning.
• Develop new business by sourcing and closing prospects.
• Lead and educate clients on Wealth Enhancement Group planning processes.
• Mentor team members in technical financial planning and client service.

Skills

Financial planning

Client management

Sales / business development

Team mentoring

Education

Four-year degree

CFP

Series 7/66

Series 65

Insurance licenses

Tools

CRM software

Financial planning software

Job description

Wealth Enhancement Group in Cleveland, OH is seeking a Vice President Financial Advisor to lead client relationships and drive planning-based wealth management solutions. You will guide the financial planning process, assess client values, goals, and current financial situations, and deliver annual reviews covering planning and investment topics.

We rely on your ability to source and close prospects, manage multiple projects, mentor team members, and educate clients on our planning process.