Vice President, Financial Advisor

Wealth Enhancement Group; Iowa (LA); On-site; 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

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Job Description

We are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, high-touch client experience. This is a hybrid position based in the Minneapolis-Saint Paul metro area, with a flexible schedule that includes client and prospect meetings.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

The expected pay range for this position is $200k - $250k annually. This range reflects a base salary and variable compensation; the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Primary Job Functions

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity.

• Facilitate the financial planning process
• Understand their current financial situation
• Engage them 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

Manage client relationships and client service