Senior Wealth Advisor & Planning Leader

Wealth Enhancement Group; Summit (NJ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

18 days of paid time off

Job summary

Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role includes managing client relationships, facilitating financial planning, and sourcing prospects. The ideal candidate has substantial experience in wealth management and strong analytical, organizational, and communication skills. The position offers a hybrid work arrangement with comprehensive benefits including health coverage, PTO, and professional development opportunities.

Qualifications

• Substantial experience within the wealth management industry is required.
• Ability to source and convert prospects to clients.
• Engagement in the financial planning community.

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard.
• Facilitate the financial planning process.
• Source and close prospects.

Skills

Excellent analytical skills

Organizational skills

Communication skills

Education

4-year degree in business, finance, or economics

Series 65 or 7/66

CFP designation

Job description

Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role includes managing client relationships, facilitating financial planning, and sourcing prospects. The ideal candidate has substantial experience in wealth management and strong analytical, organizational, and communication skills. The position offers a hybrid work arrangement with comprehensive benefits including health coverage, PTO, and professional development opportunities.