VP Wealth Advisor & Strategic Financial Planner

Wealth Enhancement; Walnut Creek (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Public holidays

Job summary

Wealth Enhancement Group is seeking a Vice President, Financial Advisor in Walnut Creek, CA to guide clients through comprehensive financial planning and investment strategy. You will lead planning discussions, review portfolios, and deepen client relationships to drive service quality, retention, and growth.

The role requires a 4-year degree, Series 7/66 and Series 65, plus substantial wealth-management experience. A full benefits package and equity participation are offered.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Series 7, 66 (BD/RIA)
• Series 65 (RIA Only)
• Substantial experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Possess excellent analytical, organizational, and communication skills.

Responsibilities

• 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 planning and investment topics.
• Ensure ongoing client support and communication.

Skills

Prospecting

Communication skills

Analytical skills

Organizational skills

Education

4-year degree (business/finance/economics preferred)

Series 7, 66

Series 65 (RIA Only)

Job description

Wealth Enhancement Group is seeking a Vice President, Financial Advisor in Walnut Creek, CA to guide clients through comprehensive financial planning and investment strategy. You will lead planning discussions, review portfolios, and deepen client relationships to drive service quality, retention, and growth.

The role requires a 4-year degree, Series 7/66 and Series 65, plus substantial wealth-management experience. A full benefits package and equity participation are offered.