VP, Wealth Advisor & Client Growth Leader

Wealth Enhancement Group, LLC; Folsom (CA); Hybrid; USD 150,000 - 230,000; Full time

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 for high-net-worth clients.

The role focuses on sourcing and closing prospects, conducting annual reviews, and mentoring team members in planning techniques, while adhering to WE Group's standards and technology tools.

Responsibilities

• Manage ongoing client relationships and drive comprehensive financial planning and investment discussions for high-net-worth clients.
• Source and close prospects, conduct annual reviews, and mentor team members in planning techniques.
• Adhere to WE Group's standards and utilize company technology tools in daily practice.

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.