Wealth Planning Advisor — Client-Focused Growth Expert

Wealth Enhancement Group, LLC; Miami (FL); On-site; USD 79,000 - 127,000; Full time

Benefits offered by this job

Health and dental insurance

401(k) retirement plan

Paid time off

Job summary

Wealth Enhancement Group, LLC is looking for a Financial Advisor in Miami, Florida to provide exceptional client service and deliver personalized financial plans. Responsibilities include managing client relationships, facilitating financial planning processes, and engaging in wealth management strategies.

The ideal candidate should have a 4-year degree, advanced designations, and at least four years of experience in the wealth management industry. The compensation package ranges from $79,000 to $127,000 annually with comprehensive benefits.

Qualifications

• Requires 4+ years of experience in wealth management.
• Must hold Series 7, 66 (BD/RIA) and Series 65 (RIA Only).
• Possess insurance licenses.

Responsibilities

• Manage client relationships and assist senior advisors.
• Facilitate financial planning processes for clients.
• Conduct annual reviews and source prospective clients.

Skills

Analytical skills

Organizational skills

Communication skills

Client relationship management

Education

4-year degree in business, finance, or economics

Advanced designation (CFP, CPA, MBA)

Tools

CRM systems

Job description

Wealth Enhancement Group, LLC is looking for a Financial Advisor in Miami, Florida to provide exceptional client service and deliver personalized financial plans. Responsibilities include managing client relationships, facilitating financial planning processes, and engaging in wealth management strategies.

The ideal candidate should have a 4-year degree, advanced designations, and at least four years of experience in the wealth management industry. The compensation package ranges from $79,000 to $127,000 annually with comprehensive benefits.