Wealth Planning Advisor

Wealth Enhancement; Boston (MA); Vor Ort; USD 140.000 - 150.000; Vollzeit

Benefits dieser Stelle

Training and professional development

Medical, dental and vision coverage

401k with match and profit sharing

Paid time off and holidays

Life and AD&D insurance

Zusammenfassung

Wealth Enhancement Group in Boston, MA is seeking a Financial Advisor to join an advisory team focused on helping clients reach their financial goals. You will deliver client service that surpasses expectations and work to meet company objectives for customer service quality, client retention and sales growth.

The role requires a 4-year degree with advanced designations (CFP/CPA/MBA), Series 7/66, licensing, and 4+ years in wealth management.

Qualifikationen

• Requires a 4-year degree; business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7, 66 (BD/RIA)
• 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

Aufgaben

• 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

Kenntnisse

Client relationships

Prospect sourcing

Communication skills

Analytical skills

Ausbildung

4-year degree

CFP/CPA/MBA or advanced designation

Tools

CRM

Advisor technology

Jobbeschreibung

Wealth Enhancement Group in Boston, MA is seeking a Financial Advisor to join an advisory team focused on helping clients reach their financial goals. You will deliver client service that surpasses expectations and work to meet company objectives for customer service quality, client retention and sales growth.

The role requires a 4-year degree with advanced designations (CFP/CPA/MBA), Series 7/66, licensing, and 4+ years in wealth management.