Vice President, Financial Planning & Client Strategy

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

Benefits offered by this job

Medical, dental and vision coverage

401k with match

Paid time off

Life and AD&D insurance

Disability insurance

HSA with employer contribution

Volunteer benefits

Pet insurance

Paid holidays and PTO progression

Job summary

Wealth Enhancement Group in Westwood, Los Angeles, seeks a Vice President Financial Advisor to lead planning-forward client relationships and deliver high-impact financial strategies. You will guide clients through planning, investments, and goal attainment while mentoring junior team members.

The role emphasizes managing complex client needs, driving growth, and maintaining compliance with firm standards within a collaborative team setting.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation CFP, CPA, MBA, etc. is required.
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licensure.
• Substantial experience in wealth management and planning-focused service.

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard.
• Facilitate the financial planning process for clients.
• Discover a prospect or client’s values, goals and objectives.
• Understand clients’ current financial situation and educate on planning.
• Prepare and conduct annual reviews covering planning and investments.
• Source and close prospects; drive referrals from existing clients.

Skills

Client relationships

Financial planning

Communication

Team mentoring

Education

4-year degree

CFP

CPA

MBA

Series 7

Series 66

Series 65

Job description

Wealth Enhancement Group in Westwood, Los Angeles, seeks a Vice President Financial Advisor to lead planning-forward client relationships and deliver high-impact financial strategies. You will guide clients through planning, investments, and goal attainment while mentoring junior team members.

The role emphasizes managing complex client needs, driving growth, and maintaining compliance with firm standards within a collaborative team setting.