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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 75,000 households from our over 100 offices - and growing - nationwide.
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 75,000 households from our over 100 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
We have an exciting opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white-glove service that exceeds our clients expectations.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $110,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations, so, lets have one.
Primary Job Functions
Work with the financial advisory team to actively manage client relationships with excellent service
- Assist the Financial Advisor during client meetings and with follow-up
- Take meeting notes and promptly enter into CRM
- Present financial advice or plan to client with the Financial Advisor
- Meet with client to obtain additional planning information or to clarify/confirm information provided
- Analyze clients investments, insurance policies, and financial plan
- Place trades and oversee/manage tasks completed by the client service team
- Systematize the review process utilizing the CRM system
- Gather data for client reviews and review client files for additional sales opportunities
- Create reviews utilizing the Wealth Enhancement Group review system
- Analyze a clients financial data in light of their financial goals
- Meet or call clients to obtain any additional planning information or clarify/confirm information provided
- Prepare client information to present to the Roundtable, if required
- Work effectively and professionally with the Financial Planning department, if required
Adherence to the Wealth Enhancement Groups Corporate Communication Strategy and in good compliance standing
Education/Qualifications
- Fluent in Spanish is required
- 4-year degree required; business, finance, economics preferred
- 2+ years of experience within the wealth management industry
- Advanced designation preferred (CFP)
- Able to prepare client reviews and assist in meetings with senior advisors
- Possesses excellent analytical, organizational, and communication skills (both oral & written)
- Able to manage multiple projects at once
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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)
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: Link
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.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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