VP, Wealth Advisor & Client Growth Leader

Wealth Enhancement Group, LLC; Folsom (CA); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Training

Medical insurance

HSA + FSA

Life insurance

Disability insurance

401k with match

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions. This role offers a hybrid work arrangement and focuses on delivering personalized financial plans to high-net-worth clients.

The candidate will source and close prospects, conduct annual reviews, and mentor team members in planning techniques, while adhering to WE Group’s standards and technology tools.

Qualifications

• Requires a 4-year degree with business/finance/economics focus.
• Series 65 or 7/66 licenses required; CFP designation preferred.
• Insurance licenses required to service clients and comply with regulations.
• Substantial experience in wealth management and ability to source and convert prospects.

Responsibilities

• Manage existing client relationships to WE Group’s planning-based standard.
• Facilitate the financial planning process for clients.
• Discover a prospect or client’s values, goals and objectives.
• Understand client’s current financial situation and engage them in planning.

Skills

Analytical skills

Organizational skills

Communication skills

Prospect sourcing

Client relationship management

Education

Bachelor's degree

Series 65 or 7/66

CFP designation preferred

Insurance licenses

Job description

Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions. This role offers a hybrid work arrangement and focuses on delivering personalized financial plans to high-net-worth clients.

The candidate will source and close prospects, conduct annual reviews, and mentor team members in planning techniques, while adhering to WE Group’s standards and technology tools.