Senior Wealth Advisor & Planning Leader

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

Benefits offered by this job

Health and dental insurance

401k with match

Paid time off and holidays

Life and AD&D insurance

HSA and FSA programs

Tuition and licensing reimbursement

Job summary

Wealth Enhancement Group seeks a VP Financial Advisor in Cleveland, OH to lead client relationships and provide planning-based wealth guidance for high-net-worth clients.

Ideal candidates hold CFP/CPA/MBA or equivalent, Series 7/66/65 licenses, and a track record of sourcing and converting prospects with superior service.

Competitive compensation, comprehensive benefits, and a collaborative team environment are offered.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses.
• Insurance licenses and substantial experience in wealth management.
• Ability to source and convert prospects to clients with high-level planning.

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard.
• Facilitate the financial planning process for clients.
• Discover client values, goals, and objectives; assess financial situation.
• Engage clients in the financial planning process and conduct annual reviews.
• Source and close prospects; drive referrals from existing clients.
• Mentor and train team members in planning and client service.

Skills

Client relationships

Financial planning

Prospect sourcing

Communication skills

Team leadership

Education

Bachelor's degree in business/finance

CFP

CPA

MBA

Series 7

Series 66

Series 65

Insurance licenses

Tools

CRM software

Financial planning software

Job description

Wealth Enhancement Group seeks a VP Financial Advisor in Cleveland, OH to lead client relationships and provide planning-based wealth guidance for high-net-worth clients.

Ideal candidates hold CFP/CPA/MBA or equivalent, Series 7/66/65 licenses, and a track record of sourcing and converting prospects with superior service.

Competitive compensation, comprehensive benefits, and a collaborative team environment are offered.