Wealth Enhancement
Senior Client Advisor | Investment Strategies
Wealth Enhancement, San Francisco, California, United States, 94199
Join to apply for the
Senior Client Advisor | Investment Strategies
role at
Wealth Enhancement .
3 days ago Be among the first 25 applicants
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 www.wealthenhancement.com.
Location & Remote This is a remote position covering California (applicants should live within the territory).
Compensation The expected pay range for this Sr. Client Advisor position is $125k - $135k annually. This range reflects a base salary and variable compensation. Actual compensation will depend on qualifications, skills, credentials, and performance.
Responsibilities
Build trust and deliver service that exceeds client expectations.
Use a need-based analysis to provide personalized recommendations that help clients achieve their financial goals.
Convert strategy-only clients into full wealth management relationships and generate referrals to support continued growth.
Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform.
Provide clients with guidance and education.
Take meeting notes and promptly enter them into our CRM (Salesforce).
Ensure effective and complete communication to clients.
Position full wealth management services to convert clients to comprehensive relationships.
Develop and maintain a high-level understanding of solutions, products and services.
Collaborate with appropriate business leaders to conduct joint sales calls and prepare proposals/presentations.
Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams.
Work closely with the IM team and portfolio consultants on investment strategies.
Gather data for client reviews and review client files for additional sales opportunities.
Systematize the review process utilizing the CRM system.
Participate in training, educational events, coaching programs, and remain proficient in advisor/client‑facing technology.
Education & Qualifications
Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field.
Minimum of 6 years’ experience in financial services industry, focus on investments.
FINRA Series 65.
Knowledge of financial markets, modern portfolio theory and asset allocation.
Proven written and verbal (presentation) communication skills with ability to interact with people at all levels of the organization and clients.
Ability to create quality written presentations for client consumption.
Detail oriented, highly organized and adaptable with the ability to work independently.
Ability to organize and prioritize workflow and projects.
Familiarity with Salesforce and Workday preferred.
CFP, CFA or CIMA (preferred).
Familiarity with financial planning software like eMoney, MGP.
Benefits
Training and professional development.
Medical, dental and vision coverage (Available to full-time 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), accrued annually (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 (Caregiver leave available after 6 months of tenure).
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).
OSHA Requirements This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone and computer systems.
Applicant Support Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.
Confidentiality Information provided on this application will be kept confidential and shared only with those involved in the selection process.
Equal Opportunity Employer Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
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. Your personal information is handled in accordance with applicable data protection laws.
Federal and E-Verify Posters Click the following link to view Federal and E-Verify posters: Link
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Consulting, Information Technology, and Sales
#J-18808-Ljbffr
Senior Client Advisor | Investment Strategies
role at
Wealth Enhancement .
3 days ago Be among the first 25 applicants
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 www.wealthenhancement.com.
Location & Remote This is a remote position covering California (applicants should live within the territory).
Compensation The expected pay range for this Sr. Client Advisor position is $125k - $135k annually. This range reflects a base salary and variable compensation. Actual compensation will depend on qualifications, skills, credentials, and performance.
Responsibilities
Build trust and deliver service that exceeds client expectations.
Use a need-based analysis to provide personalized recommendations that help clients achieve their financial goals.
Convert strategy-only clients into full wealth management relationships and generate referrals to support continued growth.
Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform.
Provide clients with guidance and education.
Take meeting notes and promptly enter them into our CRM (Salesforce).
Ensure effective and complete communication to clients.
Position full wealth management services to convert clients to comprehensive relationships.
Develop and maintain a high-level understanding of solutions, products and services.
Collaborate with appropriate business leaders to conduct joint sales calls and prepare proposals/presentations.
Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams.
Work closely with the IM team and portfolio consultants on investment strategies.
Gather data for client reviews and review client files for additional sales opportunities.
Systematize the review process utilizing the CRM system.
Participate in training, educational events, coaching programs, and remain proficient in advisor/client‑facing technology.
Education & Qualifications
Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field.
Minimum of 6 years’ experience in financial services industry, focus on investments.
FINRA Series 65.
Knowledge of financial markets, modern portfolio theory and asset allocation.
Proven written and verbal (presentation) communication skills with ability to interact with people at all levels of the organization and clients.
Ability to create quality written presentations for client consumption.
Detail oriented, highly organized and adaptable with the ability to work independently.
Ability to organize and prioritize workflow and projects.
Familiarity with Salesforce and Workday preferred.
CFP, CFA or CIMA (preferred).
Familiarity with financial planning software like eMoney, MGP.
Benefits
Training and professional development.
Medical, dental and vision coverage (Available to full-time 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), accrued annually (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 (Caregiver leave available after 6 months of tenure).
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).
OSHA Requirements This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone and computer systems.
Applicant Support Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.
Confidentiality Information provided on this application will be kept confidential and shared only with those involved in the selection process.
Equal Opportunity Employer Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
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. Your personal information is handled in accordance with applicable data protection laws.
Federal and E-Verify Posters Click the following link to view Federal and E-Verify posters: Link
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Consulting, Information Technology, and Sales
#J-18808-Ljbffr