Wealth Enhancement
Overview
Join to apply for the
Financial Advisor
role at
Wealth Enhancement . We are seeking a
Financial Advisor
to join a dynamic team focused on servicing clients who come through custodial referral channels. This hybrid position is based in San Diego, CA with client/prospect meetings and a varied schedule. About Wealth Enhancement: Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of our clients. We provide personalized financial planning with our team-based Roundtable and UniFi processes. We serve over 80,000 households from over 140 offices nationwide. Since 1997, Wealth Enhancement has focused on high-quality wealth management and client service. For more information, please visit www.wealthenhancement.com. We are seeking a
Financial Advisor
to help close/service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. Primary Job Functions Manage client relationships and assist with the management of complex clients to the Wealth Enhancement Group planning-based standard of identity. Facilitate the financial planning process. Understand the client's current financial situation and engage them in the financial planning process. Prepare and conduct annual reviews, including both planning and investment topics. Responsibilities Assist the Regional Vice President (RVP) to help close prospective clients and leads from various channels (Marketing, CRP, etc.). Create opportunities within your network and drive referrals from existing clients. Take meeting notes and promptly enter into the CRM. Present financial advice or plan to clients. Analyze clients’ current investments and insurance policies. Place trades and manage accounts. Participate in Wealth Enhancement Group trainings and use advisor/client facing technology with proficiency. Adhere to the Corporate Communication Strategy and remain in good compliance standing. Education/Qualifications Bachelor's Degree (or equivalent) in business, finance, economics, or related field. Minimum 2 consecutive years as a registered representative (IAR) holding a Series 65 or 7/66. Minimum 5 years as a registered representative in a full-service broker-dealer, security portfolio management, or as CFP, CFA or CPA. Series 65 or 7/66 required; advanced designation (CFA, CFP, or CPA) preferred. Experience with complex financial planning (including tax, trust, and estate). Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business. Excellent analytical, organizational, and communication skills (oral and written). Ability to manage multiple projects simultaneously. Proficient with Microsoft Office Suite; familiarity with Salesforce and related tools. Able to travel locally to meet clients and attend meetings at various locations. Comprehensive Benefits Offerings Training and professional development. Medical, dental, and vision coverage (employee and family). Health Savings Account (HSA) with employer contribution and FSA options. Life and AD&D insurance – employer paid with 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. Paid time off (PTO) and holidays; parental and caregiver leave eligibility. Tuition reimbursement, licensing, and credential support (subject to service requirements). Equity and accommodation notices: If you need reasonable accommodation during the application or selection process, contact Human Resources at 763-417-1700. Information provided will be kept confidential and shared only with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Visit for Federal and E-Verify posters: Link. OSHA requirements: ability to stand or sit for long periods, operate the computer systems, and related activities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Wealth Enhancement. Get notified about new Financial Advisor jobs in San Diego, CA.
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Join to apply for the
Financial Advisor
role at
Wealth Enhancement . We are seeking a
Financial Advisor
to join a dynamic team focused on servicing clients who come through custodial referral channels. This hybrid position is based in San Diego, CA with client/prospect meetings and a varied schedule. About Wealth Enhancement: Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of our clients. We provide personalized financial planning with our team-based Roundtable and UniFi processes. We serve over 80,000 households from over 140 offices nationwide. Since 1997, Wealth Enhancement has focused on high-quality wealth management and client service. For more information, please visit www.wealthenhancement.com. We are seeking a
Financial Advisor
to help close/service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. Primary Job Functions Manage client relationships and assist with the management of complex clients to the Wealth Enhancement Group planning-based standard of identity. Facilitate the financial planning process. Understand the client's current financial situation and engage them in the financial planning process. Prepare and conduct annual reviews, including both planning and investment topics. Responsibilities Assist the Regional Vice President (RVP) to help close prospective clients and leads from various channels (Marketing, CRP, etc.). Create opportunities within your network and drive referrals from existing clients. Take meeting notes and promptly enter into the CRM. Present financial advice or plan to clients. Analyze clients’ current investments and insurance policies. Place trades and manage accounts. Participate in Wealth Enhancement Group trainings and use advisor/client facing technology with proficiency. Adhere to the Corporate Communication Strategy and remain in good compliance standing. Education/Qualifications Bachelor's Degree (or equivalent) in business, finance, economics, or related field. Minimum 2 consecutive years as a registered representative (IAR) holding a Series 65 or 7/66. Minimum 5 years as a registered representative in a full-service broker-dealer, security portfolio management, or as CFP, CFA or CPA. Series 65 or 7/66 required; advanced designation (CFA, CFP, or CPA) preferred. Experience with complex financial planning (including tax, trust, and estate). Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business. Excellent analytical, organizational, and communication skills (oral and written). Ability to manage multiple projects simultaneously. Proficient with Microsoft Office Suite; familiarity with Salesforce and related tools. Able to travel locally to meet clients and attend meetings at various locations. Comprehensive Benefits Offerings Training and professional development. Medical, dental, and vision coverage (employee and family). Health Savings Account (HSA) with employer contribution and FSA options. Life and AD&D insurance – employer paid with 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. Paid time off (PTO) and holidays; parental and caregiver leave eligibility. Tuition reimbursement, licensing, and credential support (subject to service requirements). Equity and accommodation notices: If you need reasonable accommodation during the application or selection process, contact Human Resources at 763-417-1700. Information provided will be kept confidential and shared only with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Visit for Federal and E-Verify posters: Link. OSHA requirements: ability to stand or sit for long periods, operate the computer systems, and related activities. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Wealth Enhancement. Get notified about new Financial Advisor jobs in San Diego, CA.
#J-18808-Ljbffr