Wealth Planning Advisor — Client Growth & Impact

Wealth Enhancement Group, LLC; Wisconsin; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Training and professional development

Medical, dental and vision coverage

HSA with employer contribution

Life and AD&D insurance

Disability insurance

401k with match and profit sharing

Wellness programs

Paid time off (PTO)

Paid holidays

Parental leave

Tuition reimbursement

Job summary

Wealth Enhancement Group in Madison, Wisconsin seeks a Financial Advisor to join an advisory team and help clients achieve their financial goals through planning-based services and proactive client engagement.

You will support senior advisors, facilitate planning discussions, and manage relationships while driving growth through prospecting and annual reviews. A strong background in wealth management and a commitment to high service standards are essential.

Qualifications

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

Skills

Client relationships

Communication

Analytical

Organizational skills

Prospecting

Education

4-year degree

Advanced designation (CFP/CPA/MBA)

Tools

Series 7

Series 66

Series 65

Insurance Licenses

Job description

Wealth Enhancement Group in Madison, Wisconsin seeks a Financial Advisor to join an advisory team and help clients achieve their financial goals through planning-based services and proactive client engagement.

You will support senior advisors, facilitate planning discussions, and manage relationships while driving growth through prospecting and annual reviews. A strong background in wealth management and a commitment to high service standards are essential.