Wealth Enhancement
Overview
Join to apply for the
Financial Planner
role at
Wealth Enhancement . Our Itasca, IL office is looking for a
Financial Planner . This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. They will serve as a resource to peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members. In the spirit of pay transparency, we are excited to share the base salary range for this position is
$80,000.00 to $85,000.00 , exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. 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, estate plan, and 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 and Collaboration
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 Team and Company Initiatives
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 Provide Training support to peers and new team members Education/Qualifications
Bachelor's Degree in business; finance, economics or related 2-4 years in Financial Services Superior verbal and written communication skills Proficient with Microsoft Office Suite or related software Familiarity with Salesforce and Support Org functionality Proficiently uses financial planning technology FINRA Series 65 or 66 or one of the following designations: CFP, CFA, ChFC, CIC, or PFS W.E. 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. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $57,000.00 to $126,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. Benefits
Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and FSA 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 Paid time off (PTO) and paid holidays Paid parental leave and caregiver leave Reimbursement for tuition, licensing, and other credentials Other Information
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department. 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 Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
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Join to apply for the
Financial Planner
role at
Wealth Enhancement . Our Itasca, IL office is looking for a
Financial Planner . This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. They will serve as a resource to peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members. In the spirit of pay transparency, we are excited to share the base salary range for this position is
$80,000.00 to $85,000.00 , exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. 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, estate plan, and 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 and Collaboration
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 Team and Company Initiatives
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 Provide Training support to peers and new team members Education/Qualifications
Bachelor's Degree in business; finance, economics or related 2-4 years in Financial Services Superior verbal and written communication skills Proficient with Microsoft Office Suite or related software Familiarity with Salesforce and Support Org functionality Proficiently uses financial planning technology FINRA Series 65 or 66 or one of the following designations: CFP, CFA, ChFC, CIC, or PFS W.E. 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. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at this level is $57,000.00 to $126,000.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. Benefits
Training and professional development Medical, dental and vision coverage (Available to employees and their families) Health Savings Account (HSA) with employer contribution and FSA 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 Paid time off (PTO) and paid holidays Paid parental leave and caregiver leave Reimbursement for tuition, licensing, and other credentials Other Information
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department. 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 Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
#J-18808-Ljbffr