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

Paid time off

Job summary

Wealth Enhancement Group is seeking a VP Financial Advisor in Cleveland, OH to manage client relationships and drive planning-based outcomes. You will source prospects, close leads, and train team members in financial planning and client service.

The role requires licensing (Series 7/66, Series 65), advanced credentials, and a strong background in wealth management. You are expected to contribute to team training and comply with corporate standards.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Insurance Licenses
• 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

• Manage existing client relationships to WEG’s planning-based standard of identity.
• 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.
• Ensures on going client support and communication.
• Source and close prospects.
• Proactively follow up with clients who have not implemented financial plan.
• Close leads provided by various WEG channels (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.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology.
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Skills

Analytical skills

Communication skills

Organizational skills

Multi-project management

Education

four-year degree

Advanced designation (CFP/CPA/MBA)

Series 7 & 66

Series 65

Insurance Licenses

Wealth management experience

Tools

advisor/client facing technology

Job description

Wealth Enhancement Group is seeking a VP Financial Advisor in Cleveland, OH to manage client relationships and drive planning-based outcomes. You will source prospects, close leads, and train team members in financial planning and client service.

The role requires licensing (Series 7/66, Series 65), advanced credentials, and a strong background in wealth management. You are expected to contribute to team training and comply with corporate standards.