Wealth Enhancement
Join to apply for the
Associate Financial Planner
role at
Wealth Enhancement Join to apply for the
Associate Financial Planner
role at
Wealth Enhancement About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Farmington, UT office is looking for an
Associate Financial Planner
to provide support to the Financial Advisors their clients with the development of comprehensive financial plans and analyses. In addition, the Associate Financial Planner may serve as a resource to their peers and Advisors to help support technical planning questions.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $80,000.00, exclusive of bonuses and benefits.
Primary Job Functions
Support the Financial Advisor with the creation of customized financial plans
Organize client’s financial documentation and information as necessary Provide an accurate summary of clients’ personal information, current financial position, and asset allocation Review and summarize insurance details Review and summarize estate plan details Review and summarize tax returns details Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers Complete Financial Plan for delivery to client Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
Participate in the research and response of general technical planning inquiries from Advisors and other team members
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals
Identify resource requirements and details Research and identify necessary data and incorporate as necessary Format in clean, professional manner for review and approval by applicable parties
Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.
Participate in the planning and implementation of corporate/team initiatives Attend and participate in Micro-Monday sessions and other company meetings Provide timely responses to questions Contribute positively to problem solving
Education/Qualifications
Bachelor’s degree in finance, business, accounting preferred 1-3 years previous experience in financial services Securities licenses for series 7 & 66 (or 7, 63 & 65) Insurance license in Life, Health & Variable Basic competency in all areas of financial planning Basic understanding of the investment platform Proficiency using financial planning software Solid communication skills (verbal & written) Proofreading Ability to organize and prioritize work to meet deadlines Analytical skills Able to work well with all levels of employees High ethical standards Proficiency with MS Office
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Lead level is $57,750.00 to $126,000.00.
IND123
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection
process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Wealth Enhancement by 2x Sign in to set job alerts for “Associate Financial Planner” roles.
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Associate Financial Planner
role at
Wealth Enhancement Join to apply for the
Associate Financial Planner
role at
Wealth Enhancement About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide. About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Farmington, UT office is looking for an
Associate Financial Planner
to provide support to the Financial Advisors their clients with the development of comprehensive financial plans and analyses. In addition, the Associate Financial Planner may serve as a resource to their peers and Advisors to help support technical planning questions.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $80,000.00, exclusive of bonuses and benefits.
Primary Job Functions
Support the Financial Advisor with the creation of customized financial plans
Organize client’s financial documentation and information as necessary Provide an accurate summary of clients’ personal information, current financial position, and asset allocation Review and summarize insurance details Review and summarize estate plan details Review and summarize tax returns details Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers Complete Financial Plan for delivery to client Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
Participate in the research and response of general technical planning inquiries from Advisors and other team members
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals
Identify resource requirements and details Research and identify necessary data and incorporate as necessary Format in clean, professional manner for review and approval by applicable parties
Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.
Participate in the planning and implementation of corporate/team initiatives Attend and participate in Micro-Monday sessions and other company meetings Provide timely responses to questions Contribute positively to problem solving
Education/Qualifications
Bachelor’s degree in finance, business, accounting preferred 1-3 years previous experience in financial services Securities licenses for series 7 & 66 (or 7, 63 & 65) Insurance license in Life, Health & Variable Basic competency in all areas of financial planning Basic understanding of the investment platform Proficiency using financial planning software Solid communication skills (verbal & written) Proofreading Ability to organize and prioritize work to meet deadlines Analytical skills Able to work well with all levels of employees High ethical standards Proficiency with MS Office
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Lead level is $57,750.00 to $126,000.00.
IND123
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection
process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Wealth Enhancement by 2x Sign in to set job alerts for “Associate Financial Planner” roles.
Salt Lake City, UT $47,000.00-$55,000.00 3 days ago Salt Lake City, UT $65,000.00-$80,000.00 1 month ago Financial Accounting/Financial Planning | Analyst | Salt Lake City
Salt Lake City, UT $47,000.00-$55,000.00 1 hour ago Risk (Capital, Liquidity, and Market) | Analyst | Salt Lake City
Salt Lake City, UT $22.00-$23.00 19 hours ago Salt Lake City, UT $70,000.00-$120,700.00 1 day ago Salt Lake City, UT $20.00-$23.00 3 days ago Risk-Salt Lake City-Analyst-Loan Workout
Credit Risk and Analysis | Analyst | Salt Lake City
Salt Lake City, UT $22.00-$23.00 19 hours ago Risk, Analyst, Operational Risk, Salt Lake City
Salt Lake City, UT $22.00-$23.00 19 hours ago Trade and Transaction Management | Analyst | Salt Lake City
Risk, CRG Corporates, Analyst, Salt Lake City
Audit (Business and Finance) | Analyst | Salt Lake City
Middle Market Banking - Credit Analyst II
Salt Lake City Metropolitan Area $23.00-$23.00 3 days ago Salt Lake City, UT $70,000.00-$100,000.00 1 day ago Finance – Equities Execution – Operations Analyst
Salt Lake City, UT $57,900.00-$140,300.00 1 day ago Salt Lake City Metropolitan Area $70,000.00-$100,000.00 2 weeks ago Salt Lake City, UT $140,000.00-$200,000.00 3 weeks ago Salt Lake City, UT $20.00-$23.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr