Senior Wealth Advisor & Strategy Leader

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

Benefits offered by this job

Training & professional development

Medical, dental, vision insurance

401k with match

HSA & FSA

Life & AD&D insurance

Disability insurance

PTO & holidays

Parental leave

Tuition/license reimbursement

Job summary

Wealth Enhancement is seeking a VP Financial Advisor in Cleveland, OH to join our team and help clients achieve their financial goals using our planning-based approach. You will manage relationships, guide planning, and drive growth through cross-channel leads, while mentoring peers in financial planning best practices.

The role requires a 4-year degree, advanced designation, and securities licenses with substantial wealth-management experience.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation (CFP, CPA, MBA, etc.) required.
• 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
• Excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once
• Active engagement in Wealth Enhancement Group and the 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 planning and investment topics.
• Ensure ongoing client support and communication.
• Source and close prospects; follow up with clients not implementing plans.
• Close leads from Marketing, CRP and other channels.
• Mentor and train team in financial planning and client service.

Skills

Prospect sourcing

Client relationship management

Financial planning

Communication skills

Team collaboration

Education

4-year degree

Advanced designation (CFP/CPA/MBA)

Series 7, 66

Series 65

Insurance licenses

Tools

CRM systems

Financial planning software

Job description

Wealth Enhancement is seeking a VP Financial Advisor in Cleveland, OH to join our team and help clients achieve their financial goals using our planning-based approach. You will manage relationships, guide planning, and drive growth through cross-channel leads, while mentoring peers in financial planning best practices.

The role requires a 4-year degree, advanced designation, and securities licenses with substantial wealth-management experience.