VP Wealth Advisor — Growth & Planning Leader

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

Benefits offered by this job

Training & development

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off

Paid holidays

Tuition/licensing reimbursement

Job summary

Wealth Enhancement in San Francisco, CA is seeking a VP, Financial Advisor to guide a team of advisors in delivering planning‑based wealth management to high‑net‑worth clients. You will oversee client relationships, lead complex planning, and drive retention and growth with senior advisors.

The role requires a 4‑year degree, CFP/CPA/MBA or equivalent, and active licenses (Series 7/66 and 65). Expect base salary plus variable compensation; total package reflects experience and market demand.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only).
• 4+ years of experience within the wealth management industry.
• Engagement in WEG, broader community and active participation in financial planning community.

Responsibilities

• Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity.
• 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.
• Source and close prospective clients.
• 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.
• Manage client relationships and client service as needed.
• Assist the Financial Advisor during client meetings and with follow-up.
• Take meeting notes and promptly enter into the CRM.
• Present financial advice or plan to client with the Financial Advisor.
• Meet with client to obtain additional planning information, or to clarify/confirm information provided.
• Analyze client's current investments and insurance policies.
• Placing trades and account management.
• 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.

Education

4-year degree

CFP

CPA

MBA

Series 7, 66

Series 65

4+ years wealth management experience

Job description

Wealth Enhancement in San Francisco, CA is seeking a VP, Financial Advisor to guide a team of advisors in delivering planning‑based wealth management to high‑net‑worth clients. You will oversee client relationships, lead complex planning, and drive retention and growth with senior advisors.

The role requires a 4‑year degree, CFP/CPA/MBA or equivalent, and active licenses (Series 7/66 and 65). Expect base salary plus variable compensation; total package reflects experience and market demand.