VP Financial Advisor

Wealth Enhancement Group, LLC; Milwaukee (WI); On-site; USD 164,000 - 250,000; Full time

Benefits offered by this job

Health coverage

HSA

FSA

Life insurance

Disability insurance

401(k)

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group in Milwaukee, WI is seeking a VP Financial Advisor to lead ultra‑high‑net‑worth client relationships and deliver planning‑driven investment advice. You will manage complex financial plans, oversee annual reviews, and coordinate with specialists to exceed client expectations.

The role requires a strong track record in wealth management, advanced credentials, and the ability to source new business while mentoring the team.

Qualifications

• 4‑year degree in business, finance, economics, or related field.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 65 (RIA Only) and required insurance licenses.
• Substantial experience in wealth management.
• Ability to source and convert prospects to clients with high‑level planning focus.
• Excellent analytical, organizational, and communication skills.

Responsibilities

• Manage existing client relationships to Wealth Enhancement Group’s planning standard.
• Facilitate the financial planning process and conduct annual reviews.
• Identify values, goals, and objectives for clients; understand their finances.
• Source and close prospects; drive referrals from current clients.
• Mentor team members in financial planning and client service.

Skills

Analytical skills

Communication skills

Organizational skills

Business development

Wealth management

Education

Bachelor's degree in business/finance

Advanced designation: CFP/CPA/MBA

Tools

CRM software

Financial planning tools

Job description

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services to over 90,000 households across the nation. We are looking for a VP Financial Advisor based in Milwaukee, WI.

Position Overview

The VP Financial Advisor will be a key member of our advisory team, managing relationships with ultra‑high‑net‑worth clients and delivering service that exceeds client expectations. Expected pay range: $164,000 to $250,000 annually, including base salary plus variable compensation.

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 both planning and investment topics.
• Ensure ongoing client support and communication.
• Source and close prospects.
• Proactively follow up with clients who have not implemented the 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 individuals on the team in technical areas of financial planning and client service.
• Educate on the Wealth Enhancement Group planning process.
• Educate on overall financial planning matters.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and maintain proficiency in advisor/client‑facing technology.
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.

Qualifications

• 4‑year degree in business, finance, economics, or related field.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 65 (RIA Only) and required 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 (oral & written).
• Ability to manage multiple projects simultaneously.
• Active engagement in WEG, broader community, and financial planning community.

Benefits

• Health, dental, and vision coverage (full‑time employees and families).
• Health Savings Account (HSA) with employer contribution.
• 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, workers’ compensation – employer paid.
• 401(k) with match and profit sharing.
• Wellness programs and resources.
• Voluntary benefits, including pet insurance.
• Paid time off (18 days PTO, 25 days after 4 years).
• 12 paid holidays each year (10 predetermined + 2 floating).
• Paid parental leave and paid caregiver leave (available after 6 months).
• Reimbursement for tuition, licensing, and other credentials (after meeting service requirements).

Equal Opportunity Employer

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.