Wealth Advisor – Planning‑Driven Growth with Equity

Wealth Enhancement Group, LLC; Connecticut; On-site; USD 150,000 - 170,000; Full time

Benefits offered by this job

401k with match and profit sharing

Health insurance

Tuition reimbursement

Job summary

Wealth Enhancement Group is seeking a Financial Advisor in Hartford, CT to join a collaborative advisory team. Base salary ranges from $150,000 to $170,000, exclusive of commissions and bonuses, with potential variable compensation and equity participation.

The role focuses on managing client relationships, leading planning processes, and driving growth through prospecting and referrals. The ideal candidate holds a 4-year degree with advanced credentials (CFP, CPA, MBA), Series 65, and

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• Insurance Licenses
• 4+ years of 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 (both oral & written)
• Ability to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community #LI-EW1

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 65

Insurance Licenses

4+ years of wealth management experience

Prospect sourcing & client conversion

Analytical, organizational, and communication skills

Multi-project management

Engagement in WEG and financial planning community

Job description

Wealth Enhancement Group is seeking a Financial Advisor in Hartford, CT to join a collaborative advisory team. Base salary ranges from $150,000 to $170,000, exclusive of commissions and bonuses, with potential variable compensation and equity participation.

The role focuses on managing client relationships, leading planning processes, and driving growth through prospecting and referrals. The ideal candidate holds a 4-year degree with advanced credentials (CFP, CPA, MBA), Series 65, and