Wealth Enhancement Group
Overview
Wealth Enhancement Group
has an exciting opportunity for a
Financial Advisor
to join our team in Southern California. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. This role can sit in one of our offices in Irvine, San Marino or San Diego with flexibility for a hybrid schedule.
Primary Job Functions
Manage existing client relationships to WEG’s 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
Ensure ongoing client support and communication
Source and close prospects
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
Mentor and train individuals on the team in technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning process
Educate on the overall financial planning matters
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficiency in advisor/client facing technology.
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing.
Education/Qualifications
Requires a 4-year degree; business, finance, economics preferred
Minimum 5 plus years experience within the wealth management industry
Series 65 or 66 or advanced designation (CFP preferred)
Ability to 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-TO1
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)
Reasonable accommodation
information: If 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.
For access to Federal and E-Verify posters, please view the posters as required.
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, to file documents in high or low cabinets, to use the telephone and to use the computer systems.
#J-18808-Ljbffr
has an exciting opportunity for a
Financial Advisor
to join our team in Southern California. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. This role can sit in one of our offices in Irvine, San Marino or San Diego with flexibility for a hybrid schedule.
Primary Job Functions
Manage existing client relationships to WEG’s 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
Ensure ongoing client support and communication
Source and close prospects
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
Mentor and train individuals on the team in technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning process
Educate on the overall financial planning matters
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficiency in advisor/client facing technology.
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing.
Education/Qualifications
Requires a 4-year degree; business, finance, economics preferred
Minimum 5 plus years experience within the wealth management industry
Series 65 or 66 or advanced designation (CFP preferred)
Ability to 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-TO1
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)
Reasonable accommodation
information: If 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.
For access to Federal and E-Verify posters, please view the posters as required.
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, to file documents in high or low cabinets, to use the telephone and to use the computer systems.
#J-18808-Ljbffr