Senior Wealth Advisor & Planning Specialist

Wealth Enhancement Group; Plymouth (MA); Hybrid; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) retirement plan

Paid time off

Job summary

Wealth Enhancement Group seeks a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. The role partners with new clients to understand goals, provide thoughtful guidance, and deliver a high-touch experience.

This hybrid position is based in the Minneapolis-Saint Paul metro area with a flexible schedule for meetings. The compensation target includes base salary and variable components; range reflects expectations and geographic

Responsibilities

• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process.
• Understand clients' current financial situation.
• Engage clients in the financial planning process.
• Prepare and conduct annual reviews, including both planning and investment topics.
• Assist the RVP to help close prospective clients.
• Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.).
• Create opportunities within your network.
• Drive referrals from existing clients.

Job description

Wealth Enhancement Group seeks a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. The role partners with new clients to understand goals, provide thoughtful guidance, and deliver a high-touch experience.

This hybrid position is based in the Minneapolis-Saint Paul metro area with a flexible schedule for meetings. The compensation target includes base salary and variable components; range reflects expectations and geographic