VP, Financial Advisor

Wealth Enhancement Group, LLC; Summit (NJ); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match

18 days of paid time off

Job summary

Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical and communication skills.

This hybrid role includes preparing annual reviews, conducting educational events, and mentoring team members in financial planning. Competitive compensation and a comprehensive benefits package are offered, including medical coverage and paid time off.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Substantial experience within the wealth management industry.
• Possess excellent analytical, organizational, and communication skills (both oral & written).

Responsibilities

• Manage existing client relationships to WEG’s planning-based standard.
• Facilitate the financial planning process.
• Prepare and conduct annual reviews, including planning and investment topics.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree in business, finance, or economics

Tools

Financial planning technology

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 80,000 households from our 140 offices 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.

This role has a hybrid, flexible work arrangement.

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.

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 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 proficient in advisor/client facing technology
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Education/Qualifications

• Requires a 4-year degree; business, finance, economics preferred
• Series 65 or 7/66 Advanced designation preferred (CFP)
• 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 financial planning community

Comprehensive Benefits Offerings

• Training and professional development
• Medical, dental and vision coverage (available to 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
• 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 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 Employer, including disabled and veterans. This organization participates in E-Verify.