VP Financial Advisor - Strategic Wealth Planner

Wealth Enhancement; Fairlawn (OH); On-site; USD 150,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Professional development

Job summary

Wealth Enhancement Group in Cleveland, OH seeks a VP Financial Advisor to join the advisory team, helping clients pursue their financial goals with superior service. You will manage planning and investment topics, conduct annual reviews, and drive client relations while collaborating with a team focused on growth and client outcomes.

The role requires an advanced designation, robust wealth management experience, and the ability to source and convert prospects.

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 financial planning community

Responsibilities

• 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 the 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.

Skills

Wealth management experience

Education

Bachelors degree (business, finance, economics preferred)

CFP/CPA/MBA (advanced designation)

Series 7 and 66

Series 65 (RIA only)

Insurance Licenses

Job description

Wealth Enhancement Group in Cleveland, OH seeks a VP Financial Advisor to join the advisory team, helping clients pursue their financial goals with superior service. You will manage planning and investment topics, conduct annual reviews, and drive client relations while collaborating with a team focused on growth and client outcomes.

The role requires an advanced designation, robust wealth management experience, and the ability to source and convert prospects.