Wealth Enhancement
VP Financial Advisor
– Wealth Enhancement
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.
Our team members work together to meet company objectives for customer service quality, client retention, and sales growth.
Compensation The expected pay range for this
VP Financial Advisor
position is $164,000 to $250,000 annually. This range may include a base salary plus variable compensation, and the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, credentials, and performance. A full benefits suite is offered, including health and dental insurance, 401(k) retirement plan, paid time off, and other benefits.
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 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 maintain a good compliance standing.
Education and Qualifications
Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
Substantial experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engage in WEG, broader community and active participation in financial planning community
Comprehensive Benefits Offerings
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) 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
401(k) 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)
Accommodation Statement Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763‑417‑1700.
Equal Opportunity Employer 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. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and use the computer systems.
AI Screening Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported 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.
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– Wealth Enhancement
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.
Our team members work together to meet company objectives for customer service quality, client retention, and sales growth.
Compensation The expected pay range for this
VP Financial Advisor
position is $164,000 to $250,000 annually. This range may include a base salary plus variable compensation, and the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, credentials, and performance. A full benefits suite is offered, including health and dental insurance, 401(k) retirement plan, paid time off, and other benefits.
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 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 maintain a good compliance standing.
Education and Qualifications
Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
Substantial experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engage in WEG, broader community and active participation in financial planning community
Comprehensive Benefits Offerings
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) 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
401(k) 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)
Accommodation Statement Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763‑417‑1700.
Equal Opportunity Employer 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. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and use the computer systems.
AI Screening Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported 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.
#J-18808-Ljbffr