VP, Wealth Advisor & Strategy Lead

Wealth Enhancement; Centennial (AZ); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with match

Life and AD&D insurance

Disability insurance

HSA contribution

FSAs (medical, dependent, transit)

Tuition reimbursement

Paid time off

Holidays

Parental leave

Career development

Job summary

Wealth Enhancement is seeking a VP, Financial Advisor in Centennial for managing existing relationships and growing new business through planning-based services. You will lead client reviews, coordinate planning and investments, and mentor teammates while maintaining high service standards.

The role offers a hybrid work arrangement with competitive compensation and a focus on client outcomes. You will engage in training, cross-team collaboration, and community involvement.

Qualifications

• Ability to source and convert prospects to clients and provide high-level planning-oriented service.
• Strong communication and presentation skills for client meetings and reviews.
• Experience in wealth management and building client relationships.

Responsibilities

• Manage existing client relationships following planning-based standards.
• Source and close prospects; follow up with clients who have not implemented plans.
• Mentor and train junior team members in financial planning and client service.
• Participate in trainings and client-facing technology tools.

Skills

Client relationship management

Financial planning

Prospecting

Communication

Mentoring

Education

Bachelor's degree in business/finance

Series 65

Series 7/66

Tools

CRM software

Job description

Wealth Enhancement is seeking a VP, Financial Advisor in Centennial for managing existing relationships and growing new business through planning-based services. You will lead client reviews, coordinate planning and investments, and mentor teammates while maintaining high service standards.

The role offers a hybrid work arrangement with competitive compensation and a focus on client outcomes. You will engage in training, cross-team collaboration, and community involvement.