VP, Financial Advisor – Wealth Planning & Client Growth

Wealth Enhancement; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off

Job summary

Wealth Enhancement, an independent wealth management firm, seeks a VP, Financial Advisor in San Francisco, CA to support an advisory team and help clients reach their financial goals. You will deliver client service that exceeds expectations while advancing sales growth.

Responsibilities include managing client relationships, guiding planning processes, and sourcing new prospects. The role requires 4+ years in wealth management and advanced designations; extensive compliance and CRM use are

Qualifications

• Requires a 4-year degree; business, finance, economics preferred

Responsibilities

• Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity.

Skills

Client relationship management

Financial planning process

Prospecting / Business development

Communication skills

Analytical skills

Multi-project management

Education

4-year degree

CFP / CPA / MBA

Series 7, 66

Series 65

4+ years wealth management experience

Tools

CRM software

Job description

Wealth Enhancement, an independent wealth management firm, seeks a VP, Financial Advisor in San Francisco, CA to support an advisory team and help clients reach their financial goals. You will deliver client service that exceeds expectations while advancing sales growth.

Responsibilities include managing client relationships, guiding planning processes, and sourcing new prospects. The role requires 4+ years in wealth management and advanced designations; extensive compliance and CRM use are