Wealth Advisor - Planning, Growth & Equity Eligible

Wealth Enhancement; Melville (NY); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

Health Savings Account with employer

Life and AD&D insurance

Short/long-term disability

401k with match

Paid time off & holidays

Parental leave & caregiver leave

Tuition and licensing reimbursement

Job summary

Wealth Enhancement Group seeks a Financial Advisor for our Boca Raton office to help clients achieve financial goals within a team-based advisory model. You will support senior advisors, manage client relationships, and contribute to planning and investment discussions.

The role requires a 4-year degree and advanced designation (CFP, CPA, MBA, etc.), with Series 7/66 preferred and 4+ years in wealth management. Equity participation and commissions are part of the compensation.

Qualifications

• Requires a 4-year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, MS in Tax, JD, etc.).
• Series 7, 66 (BD/RIA) preferred; Series 65 (RIA Only) preferred.
• 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 (oral & written).
• Ability to manage multiple projects at once.

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.

Skills

Client relationship management

Prospect sourcing

Communication skills

Financial planning knowledge

Education

4-year degree (business/finance/economics)

CFP/CPA/MBA/MS in Tax/JD

Tools

CRM software

Financial planning software

Job description

Wealth Enhancement Group seeks a Financial Advisor for our Boca Raton office to help clients achieve financial goals within a team-based advisory model. You will support senior advisors, manage client relationships, and contribute to planning and investment discussions.

The role requires a 4-year degree and advanced designation (CFP, CPA, MBA, etc.), with Series 7/66 preferred and 4+ years in wealth management. Equity participation and commissions are part of the compensation.