VP Financial Advisor

Wealth Enhancement; Milwaukee (WI); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA and FSA

Life and AD&D insurance

Disability coverage

401(k) with match

Wellness programs

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group invites a VP Financial Advisor to join our Milwaukee advisory team. The role centers on managing UHNW client relationships, delivering comprehensive planning, and exceeding client expectations.

You will lead the planning process, conduct annual reviews, collaborate with specialists, and mentor staff while adhering to our corporate communications strategy and compliance standards. This position offers the opportunity to drive new business through referrals and network

Qualifications

• Requires a 4-year degree (business, finance, economics preferred).
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 65 license (required for RIA).
• Insurance licences.
• 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 (oral & written).
• Ability to manage multiple projects concurrently.
• Active engagement in WEG, the broader community, and the financial planning community.

Responsibilities

• Manage existing client relationships through a planning-based approach.
• Facilitate the financial planning process.
• Discover a prospect or client’s values, goals and objectives.
• Understand and analyze current financial situations.
• Engage clients in the planning process.
• Prepare and conduct annual reviews, covering both planning and investment topics.
• Ensure ongoing client support and communication.
• Proactively follow up with clients who have not implemented their financial plan.
• Close leads provided by various channels (Marketing, CRP, etc.).
• Create opportunities within your network.
• Drive referrals from existing clients.
• Mentor and train team members in technical areas of financial planning and client service.
• Educate staff on the Wealth Enhancement Group planning process and overall financial planning matters.
• Participate in WEG trainings, educational events, coaching programs, and remain proficient in advisor/client‑facing technology.
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.

Skills

Relationship management

Financial planning

Client service

Analytical thinking

Communication skills

Sourcing prospects

Education

4-year degree

Advanced designation

Series 65 license

Insurance licences

Wealth management experience

Prospect conversion ability

Analytical & communication skills

Project management ability

Active community engagement

Job description

VP Financial Advisor – Milwaukee, WI

Wealth Enhancement Group invites a VP Financial Advisor to join our advisory team. The role focuses on managing relationships with UHNW clients, achieving their financial goals, and providing service that exceeds client expectations.

Responsibilities

• Manage existing client relationships through a planning‑based approach.
• Facilitate the financial planning process.
• Discover a prospect or client’s values, goals and objectives.
• Understand and analyze current financial situations.
• Engage clients in the planning process.
• Prepare and conduct annual reviews, covering both planning and investment topics.
• Ensure ongoing client support and communication.
• Proactively follow up with clients who have not implemented their financial plan.
• Close leads provided by various WEG channels (Marketing, CRP, etc.).
• Create opportunities within your network.
• Drive referrals from existing clients.
• Mentor and train team members in technical areas of financial planning and client service.
• Educate staff on the Wealth Enhancement Group planning process and overall financial planning matters.
• Participate in WEG trainings, educational events, coaching programs, and remain proficient in advisor/client‑facing technology.
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.

Education & Qualifications

• Requires a 4‑year degree (business, finance, economics preferred).
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 65 license (required for RIA).
• Insurance licences.
• 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 (oral & written).
• Ability to manage multiple projects concurrently.
• Active engagement in WEG, the broader community, and the financial planning community.

Benefits

• Training and professional development.
• Medical, dental and vision coverage (full‑time employees and families).
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.
• Life and AD&D insurance – employer‑paid and voluntary options.
• Short‑term and long‑term disability, worker’s compensation – employer‑paid.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).
• 12 paid holidays each year (10 pre‑determined and 2 floating).
• Paid parental leave and paid caregiver leave (available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (after meeting service requirements).

Physical Requirements

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use a telephone, and use computer systems.

Equal Opportunity

Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.