Wealth Advisor: Planning-Focused with Equity Path

Wealth Enhancement; Lacey (WA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Health insurance

401k with match

PTO & holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group seeks a Financial Advisor in the Lacey, WA area to manage client relationships and support senior advisors in delivering planning-based service.

Key duties include prospecting, closing new clients, and presenting comprehensive financial plans backed by investment analysis. The role offers a clear succession path as current advisor retires, with incentives based on performance and equity opportunities.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses.
• 4+ years of experience within the wealth management industry.
• Ability to source and convert prospects to clients with high-level planning services.
• Excellent analytical, organizational, and written/oral communication skills.
• Ability to manage multiple projects concurrently.
• Active engagement in WEG and financial planning community.

Responsibilities

• Manage client relationships and assist senior advisors with planning.
• Source and close prospective clients; follow up on leads.
• Meet with clients, gather information, and present plans.
• Analyze investments and insurance policies; place trades when needed.
• Participate in trainings and use advisor-facing technology.

Skills

Wealth management experience

Prospect sourcing

Communication skills

Multi-tasking

Client service

Education

Bachelor's degree in business/finance

Tools

Series 7/66

Series 65

Job description

Wealth Enhancement Group seeks a Financial Advisor in the Lacey, WA area to manage client relationships and support senior advisors in delivering planning-based service.

Key duties include prospecting, closing new clients, and presenting comprehensive financial plans backed by investment analysis. The role offers a clear succession path as current advisor retires, with incentives based on performance and equity opportunities.