VP Financial Advisor

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

About the Role

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Southern California. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

Pay Range: $164,000 to $250,000 annually. This range may include a base salary plus variable compensation, and the company believes it would pay within this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, credentials, educational and professional experience, and productivity and sales numbers.

Primary Job Functions

• 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 and overall financial planning matters.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be 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 7, 66 (BD/RIA) Series 65 (RIA Only) Insurance Licenses.
• Substantial experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Possess excellent analytical, organizational, and communication skills (both oral & written).
• Ability to manage multiple projects at once.
• Engagement in WEG, broader community and active participation in the financial planning community.

Benefits

• Health, dental and vision coverage (Available to full-time employees and their 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, workers compensation – employer paid.
• 401k 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 predetermined and 2 floating days).
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure).
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).

Equal Opportunity

Wealth Enhancement is an equal opportunity employer, including disabled and veterans. This organization participates in E-Verify. The position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and use the computer systems. Why we value diversity: 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. Your personal information is handled in accordance with applicable data protection laws.