VP Wealth Advisor: Strategic Planning Leader

Wealth Enhancement; San Marino (CA); On-site; USD 164,000 - 250,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match

18 days of paid time off

Job summary

Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing exceptional service. This key advisory team member is tasked with managing existing clients, leading the financial planning process, and mentoring colleagues.

The role offers a competitive annual salary ranging from $164,000 to $250,000 along with a comprehensive benefits package including health insurance, 401(k) matching, paid time off, and more.

Qualifications

• Substantial experience within the wealth management industry.
• Ability to manage multiple projects at once.
• Active engagement in the financial planning community.

Responsibilities

• Manage existing client relationships to planning standards.
• Facilitate the financial planning process.
• Mentor and train team members on financial planning.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Job description

Wealth Enhancement in Southern California is seeking a VP Financial Advisor to aid clients in achieving their financial goals while providing exceptional service. This key advisory team member is tasked with managing existing clients, leading the financial planning process, and mentoring colleagues.

The role offers a competitive annual salary ranging from $164,000 to $250,000 along with a comprehensive benefits package including health insurance, 401(k) matching, paid time off, and more.