VP, Financial Advisor - Hybrid MSP

Wealth Enhancement Group, LLC; Plymouth (MN); Ibrido; USD 200.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401k with match

Paid time off

Dental and vision coverage

Life insurance

Disability insurance

Tuition reimbursement

Descrizione del lavoro

Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. You will partner with new clients to understand goals, provide thoughtful financial guidance, and deliver a high-touch client experience in a hybrid Minneapolis-Saint Paul setting.

The role focuses on managing client relationships, facilitating the financial planning process, and driving growth while maintaining compliant, best-in-class service

Competenze

• Bachelor's Degree in business, finance, economics, or related.
• Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/66 or advanced designation.
• Experience with complex financial planning (including tax, alternative investments, trust and estate).
• Ability to convert prospects to clients and provide high-level planning-oriented service to a growing book.

Mansioni

• Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process and present recommendations.
• Prepare and conduct annual reviews, including planning and investment topics.
• Assist the RVP to help close prospective clients and leads.
• Travel locally to meet clients and attend meetings at various locations.

Conoscenze

Relationship management

Financial planning

Client service

Communication

Sales/Business development

Formazione

Bachelor's Degree in business/finance/economics

Series 65 or 7/66 or advanced designation

Strumenti

Salesforce

Microsoft Office

Descrizione del lavoro

Wealth Enhancement Group is seeking a Vice President, Financial Advisor to join a growing team serving clients referred through custodial channels. You will partner with new clients to understand goals, provide thoughtful financial guidance, and deliver a high-touch client experience in a hybrid Minneapolis-Saint Paul setting.

The role focuses on managing client relationships, facilitating the financial planning process, and driving growth while maintaining compliant, best-in-class service