VP Financial Advisor - Elite Wealth Planning Leader

Wealth Enhancement; 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 & profit sharing

PTO and holidays

Tuition/licensing reimbursement

Job summary

Wealth Enhancement Group in Westwood, LA, seeks a VP Financial Advisor to lead advisory services and help clients achieve their financial goals. The role emphasizes planning-driven service, team collaboration, and driving growth within a high-net-worth client base.

Expect a compensation range of $164,000 to $250,000 annually, with base plus variable pay. A comprehensive benefits package includes health, retirement, PTO, and more.

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 Wealth Enhancement Group, broader community and active participation in financial planning community

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 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 financial planning and client service.
• Participate in trainings and events.

Skills

Client relationship mgmt

Financial planning

Sales & referrals

Communication

Analytical skills

Education

4-year degree

CFP/CPA/MBA

Job description

Wealth Enhancement Group in Westwood, LA, seeks a VP Financial Advisor to lead advisory services and help clients achieve their financial goals. The role emphasizes planning-driven service, team collaboration, and driving growth within a high-net-worth client base.

Expect a compensation range of $164,000 to $250,000 annually, with base plus variable pay. A comprehensive benefits package includes health, retirement, PTO, and more.