Wealth Enhancement Group
Financial Advisor page is loaded## Financial Advisorlocations:
Saint Louis, MOtime type:
Full timeposted on:
Posted 2 Days Agotime left to apply:
End Date: September 8, 2025 (30+ days left to apply)job requisition id:
R-101777**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 80,000 households from our over 140 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 .Wealth Enhancement Group has an exciting opportunity for a **Financial Advisor** to join a successful and growing team in New Market MD. 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.**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* Ensures on going client support and communicationSource 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 clientsMentor 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 mattersParticipate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technologyAdherence 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 2 years experience within the wealth management industry* 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#IND123#LI-EW1**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:**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.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 80,000 households from our over 140 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 . #J-18808-Ljbffr
Saint Louis, MOtime type:
Full timeposted on:
Posted 2 Days Agotime left to apply:
End Date: September 8, 2025 (30+ days left to apply)job requisition id:
R-101777**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 80,000 households from our over 140 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 .Wealth Enhancement Group has an exciting opportunity for a **Financial Advisor** to join a successful and growing team in New Market MD. 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.**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* Ensures on going client support and communicationSource 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 clientsMentor 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 mattersParticipate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technologyAdherence 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 2 years experience within the wealth management industry* 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#IND123#LI-EW1**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:**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.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 80,000 households from our over 140 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 . #J-18808-Ljbffr