Wealth Enhancement
Overview
Financial Advisor role at Wealth Enhancement. Join a growing team to provide exceptional financial plans, financial advice and reviews to help clients achieve their financial goals. About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with a passion for enriching clients’ lives. We offer personalized financial planning through our Roundtable and UniFi processes and provide financial plans and investment management services to over 80,000 households from 140 offices nationwide. Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Group is the employer for this opportunity in Boston, MA. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans and reviews to assist clients in achieving their goals. Team members work to meet 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 Ensure ongoing client support and communication Source and close prospects Proactively follow up with clients who have not implemented a 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 be proficient 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 5 - 10 years' experience in the wealth management industry servicing clients Series 7, 66 (BD/RIA) Series 65 (RIA Only) CFP preferred Ability to provide high-level planning-oriented service Excellent analytical, organizational, and communication skills (oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community Relevant relationship with the financial planning community and ongoing professional development are encouraged. Comprehensive Benefits Offerings
Training and professional development Medical, dental and vision coverage (employees and 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 after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements) Legal and Accessibility
Should you need reasonable accommodation when completing the application or during the selection process, contact the Human Resources Department. This information 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. See Federal and E-Verify posters where applicable. OSHA requirements: ability to stand or sit for long periods, file documents, use the telephone, and use computer systems. Wealth Enhancement may use AI tools to assist in resume screening; AI evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Personal information is handled in accordance with applicable data protection laws.
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Financial Advisor role at Wealth Enhancement. Join a growing team to provide exceptional financial plans, financial advice and reviews to help clients achieve their financial goals. About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with a passion for enriching clients’ lives. We offer personalized financial planning through our Roundtable and UniFi processes and provide financial plans and investment management services to over 80,000 households from 140 offices nationwide. Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service. For more information, please visit www.wealthenhancement.com. Wealth Enhancement Group is the employer for this opportunity in Boston, MA. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans and reviews to assist clients in achieving their goals. Team members work to meet 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 Ensure ongoing client support and communication Source and close prospects Proactively follow up with clients who have not implemented a 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 be proficient 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 5 - 10 years' experience in the wealth management industry servicing clients Series 7, 66 (BD/RIA) Series 65 (RIA Only) CFP preferred Ability to provide high-level planning-oriented service Excellent analytical, organizational, and communication skills (oral & written) Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community Relevant relationship with the financial planning community and ongoing professional development are encouraged. Comprehensive Benefits Offerings
Training and professional development Medical, dental and vision coverage (employees and 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 after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements) Legal and Accessibility
Should you need reasonable accommodation when completing the application or during the selection process, contact the Human Resources Department. This information 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. See Federal and E-Verify posters where applicable. OSHA requirements: ability to stand or sit for long periods, file documents, use the telephone, and use computer systems. Wealth Enhancement may use AI tools to assist in resume screening; AI evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Personal information is handled in accordance with applicable data protection laws.
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