Senior Wealth Advisor & Planning Specialist

Wealth Enhancement; Lacey (AR); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Health benefits

401k matching

PTO and holidays

Tuition reimbursement

Job summary

Wealth Enhancement is seeking a Financial Advisor for our Lacey, Washington office to manage an established client portfolio and work with a team on planning-driven guidance. You will source prospects, conduct reviews, and deliver high-quality client service to support retention and growth.

The role emphasizes succession planning and collaboration with senior advisors, with eligibility for equity and variable compensation. A strong background in wealth management is expected.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Series 7 and 66 required.
• Series 65 required.
• 4+ years of experience within the wealth management industry.

Responsibilities

• Manage client relationships and assist senior advisors with planning-based service.
• Facilitate the financial planning process and client meetings.
• Source and close prospective clients and drive referrals.
• Prepare and conduct annual reviews including planning/investment topics.
• Enter meeting notes and update CRM accordingly.

Skills

Communication skills

Analytical skills

Multi-tasking

Client service

Education

4-year degree

Series 7, 66

Series 65

4+ years wealth mgmt experience

Tools

CRM system

Job description

Wealth Enhancement is seeking a Financial Advisor for our Lacey, Washington office to manage an established client portfolio and work with a team on planning-driven guidance. You will source prospects, conduct reviews, and deliver high-quality client service to support retention and growth.

The role emphasizes succession planning and collaboration with senior advisors, with eligibility for equity and variable compensation. A strong background in wealth management is expected.