Wealth Advisor: Lead Established Client Portfolio + Equity

Wealth Enhancement Group, LLC; Oregon (WI); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401k with match

Paid time off

Tuition reimbursement

Job summary

Wealth Enhancement Group, LLC is seeking a Financial Advisor for their Clackamas office. The successful candidate will take over an established client portfolio as the current advisor prepares for retirement. Responsibilities include managing relationships, facilitating financial planning, and sourcing new clients.

The role requires a 4-year degree, advanced designation, and 4+ years of experience in the wealth management industry. A comprehensive benefits package is offered, including medical, 401k, and paid time off.

Qualifications

• Requires a 4-year degree; business, finance, or economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients.

Responsibilities

• Manage client relationships and assist senior advisors.
• Facilitate the financial planning process.
• Source and close prospective clients.
• Assist the Financial Advisor during client meetings.
• Analyze client’s current investments and insurance policies.

Skills

Client relationship management

Financial planning process

Analytical skills

Organizational skills

Communication skills

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Tools

Financial analysis software

CRM systems

Job description

Wealth Enhancement Group, LLC is seeking a Financial Advisor for their Clackamas office. The successful candidate will take over an established client portfolio as the current advisor prepares for retirement. Responsibilities include managing relationships, facilitating financial planning, and sourcing new clients.

The role requires a 4-year degree, advanced designation, and 4+ years of experience in the wealth management industry. A comprehensive benefits package is offered, including medical, 401k, and paid time off.