Wealth Enhancement Group
Vice President, Financial Advisor
Wealth Enhancement Group, San Diego, California, United States, 92189
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of clients. We provide personalized financial planning through our team-based Roundtable and UniFi processes, serving over 80,000 households from more than 140 offices nationwide. Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service that helps clients craft their future. For more information, please visit www.wealthenhancement.com. Position
We are seeking a
Financial Advisor
to join a dynamic team focused on servicing clients who come through custodial referral channels. This role will help close and service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. This is a hybrid position based in San Diego, CA with a varied schedule of client and prospect meetings. Responsibilities
Manage client relationships and assist with management of complex clients to the Wealth Enhancement Group planning-based standard of identity Facilitate the financial planning process Understand clients’ current financial situation Engage clients in the financial planning process Prepare and conduct annual reviews, including both planning and investment topics Assist the Regional Vice President (RVP) to help close prospective clients Assist the RVP to close leads provided by various Wealth Enhancement Group channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Take meeting notes and promptly enter them 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, educational events, coaching programs, and be proficient in advisor/client-facing technology Adhere to the Wealth Enhancement Group’s 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’ experience as a registered representative (full service broker-dealer, security portfolio manager or 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 or related software Familiarity with Salesforce and Support Org functionality 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 (available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (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 18 days of paid time off (PTO); 25 PTO days after 4 years of service 12 paid holidays each year (10 predetermined and 2 floating days) Paid parental leave and paid caregiver leave Reimbursement for tuition, licensing, and other credentials (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 shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. OSHA requirements: This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, and use the telephone and computer systems.
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Wealth Enhancement is an independent wealth management firm with a passion for enriching the lives of clients. We provide personalized financial planning through our team-based Roundtable and UniFi processes, serving over 80,000 households from more than 140 offices nationwide. Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service that helps clients craft their future. For more information, please visit www.wealthenhancement.com. Position
We are seeking a
Financial Advisor
to join a dynamic team focused on servicing clients who come through custodial referral channels. This role will help close and service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. This is a hybrid position based in San Diego, CA with a varied schedule of client and prospect meetings. Responsibilities
Manage client relationships and assist with management of complex clients to the Wealth Enhancement Group planning-based standard of identity Facilitate the financial planning process Understand clients’ current financial situation Engage clients in the financial planning process Prepare and conduct annual reviews, including both planning and investment topics Assist the Regional Vice President (RVP) to help close prospective clients Assist the RVP to close leads provided by various Wealth Enhancement Group channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Take meeting notes and promptly enter them 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, educational events, coaching programs, and be proficient in advisor/client-facing technology Adhere to the Wealth Enhancement Group’s 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’ experience as a registered representative (full service broker-dealer, security portfolio manager or 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 or related software Familiarity with Salesforce and Support Org functionality 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 (available to employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (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 18 days of paid time off (PTO); 25 PTO days after 4 years of service 12 paid holidays each year (10 predetermined and 2 floating days) Paid parental leave and paid caregiver leave Reimbursement for tuition, licensing, and other credentials (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 shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. OSHA requirements: This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, and use the telephone and computer systems.
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