VP Financial Advisor — Wealth Planning & Client Growth

Wealth Enhancement Group; 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

Paid time off and holidays

Professional development

Job summary

Wealth Enhancement Group in San Francisco, CA seeks a VP Financial Advisor to work with an advisory team delivering planning-based wealth management services. You will manage client relationships, assist senior advisors, and help drive client acquisition and retention.

Qualified candidates typically hold an advanced designation (CFP/CPA/MBA), a 4-year degree, and 4+ years in wealth management. Expect a base salary with potential variable compensation and a collaborative team environment.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.)
• 4+ years of experience within the wealth management industry
• Strong analytical and communication skills

Responsibilities

• Manage client relationships and assist senior advisors with complex clients.
• Facilitate the financial planning process.
• Source and close prospective clients.
• Assist the Financial Advisor during client meetings and with follow-up.
• Present financial advice or plan to client.

Education

4-year degree

CFP/CPA/MBA

Series 7/66

Series 65

Wealth mgmt 4+ yrs

Job description

Wealth Enhancement Group in San Francisco, CA seeks a VP Financial Advisor to work with an advisory team delivering planning-based wealth management services. You will manage client relationships, assist senior advisors, and help drive client acquisition and retention.

Qualified candidates typically hold an advanced designation (CFP/CPA/MBA), a 4-year degree, and 4+ years in wealth management. Expect a base salary with potential variable compensation and a collaborative team environment.