Senior Wealth Planner & Advisor — California

Wealth Enhancement Group, LLC; San Marino (CA); On-site; USD 164,000 - 250,000; Full time

Benefits offered by this job

Health, dental and vision coverage

401k with match

18 days of paid time off

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals, providing outstanding service. Responsibilities include managing client relationships, facilitating financial planning, and mentoring team members.

The position requires a 4-year degree and an advanced designation. The role offers a competitive salary range of $164,000 to $250,000 annually.

Employees enjoy comprehensive benefits, including health coverage, retirement plans, and generous paid time off.

Qualifications

• Requires a 4-year degree; business, finance, or economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Ability to manage multiple projects at once.

Responsibilities

• Manage client relationships to WEG’s standards.
• Facilitate the financial planning process.
• Engage clients in the financial planning process.

Skills

Analytical skills

Organizational skills

Communication skills

Client relationship management

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Job description

Wealth Enhancement Group, LLC is seeking a VP Financial Advisor in Southern California. This pivotal role is key in helping clients achieve their financial goals, providing outstanding service. Responsibilities include managing client relationships, facilitating financial planning, and mentoring team members.

The position requires a 4-year degree and an advanced designation. The role offers a competitive salary range of $164,000 to $250,000 annually.

Employees enjoy comprehensive benefits, including health coverage, retirement plans, and generous paid time off.