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.
Compensation The expected pay range for this VP Financial Advisor position is $164,000 to $250,000 annually. The range may include a base salary plus variable compensation. Actual compensation will depend on qualifications, skills, credentials, educational and professional experience, and productivity and sales numbers. A comprehensive 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 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 Team Members
Educate on the Wealth Enhancement Group planning process
Educate on overall financial planning matters
Ongoing Professional Development Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and remain proficient in advisor/client‑facing technology.
Adherence Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain 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
Engagement in WEG, broader community, and active participation in financial planning community
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
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 after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (after meeting service requirements)
Accommodation and Confidentiality 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 Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. Click the following link to view Federal and E‑Verify posters:
Link .
Additional Information 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 computer systems.
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. Your personal information is handled in accordance with applicable data protection laws.
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Compensation The expected pay range for this VP Financial Advisor position is $164,000 to $250,000 annually. The range may include a base salary plus variable compensation. Actual compensation will depend on qualifications, skills, credentials, educational and professional experience, and productivity and sales numbers. A comprehensive 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 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 Team Members
Educate on the Wealth Enhancement Group planning process
Educate on overall financial planning matters
Ongoing Professional Development Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and remain proficient in advisor/client‑facing technology.
Adherence Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain 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
Engagement in WEG, broader community, and active participation in financial planning community
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
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 after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (after meeting service requirements)
Accommodation and Confidentiality 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 Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. Click the following link to view Federal and E‑Verify posters:
Link .
Additional Information 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 computer systems.
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. Your personal information is handled in accordance with applicable data protection laws.
#J-18808-Ljbffr