Register
Recruit Create CV
Unfortunately, this job posting is expired.
Don't worry, we can still help! Below, please find related information to help you with your job search.
Related keywords
Some similar recruitments
Wealth Management Advisor Jobs
Recruited by Equitable Advisors 10 months ago Address Denver, CO, United States
Financial Advisor Jobs
Recruited by Equitable Advisors 10 months ago Address Denver, CO, United States
Lead Learning & Competency Advisor
Recruited by bp 11 months ago Address Denver, CO, United States
Financial Advisor Trainee - Pcg-Denver, Co
Recruited by Raymond James Financial 1 year ago Address , Denver, Co

Financial Advisor Jobs

Company

Wealth Enhancement Group
Address , Brookfield
Employment type FULL_TIME
Salary $120,000 a year
Expires 2023-09-22
Posted at 8 months ago
Job Description
:
About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 90 offices nationwide and are rapidly expanding through organic growth and acquisition.
Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.
We have a dynamic opportunity for a Financial Advisor in our Brookfield, WI office. The Financial Advisor who will work as part of an advisory team, help clients achieve their financial goals, and provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for sales growth, client retention and customer service quality.
**An existing book of business is not required - this individual will inherit a book of business**
The salary target for this role is $120,000 depending on experience; this position will also be eligible up to 15% annual bonus + commissions on self-sourced new business.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity.
  • Prepare and conduct annual reviews, including both planning and investment topics. Support the WEG planning-based standards.
    • Discover a prospect or client’s values, goals, and objectives.
    • Understand their current financial situation.
    • Engage them in the financial planning process.
  • Present financial advice or plan to client.
  • Analyze client’s current investments, financial planning, estate planning and insurance needs and coordinate with appropriate resources.
  • Understand their current financial situation.
  • Meet with client to obtain additional planning information, or to clarify/confirm information provided.
  • Discover a prospect or client’s values, goals, and objectives.
  • Engage them in the financial planning process.
  • Address client needs as follow-up to meetings.
  • Take meeting notes and promptly enter in the CRM.
  • Review and manage portfolios based on client needs.
Source, nurture, and close prospective clients.
  • Close leads provided by various WEG marketing channels.
  • Drive referrals from existing clients.
  • Proactively work with clients to broaden our services to them.
  • Create opportunities within your network.
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology.
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing.
Education/Qualifications
  • CFP desired or other advanced designation (MBA, CPA, CFA, JD, etc.)
  • Bachelor's degree; business, finance, economics preferred
  • 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)
  • Series 65 (RIA Only)
  • 4+ years of experience within the wealth management industry
  • Team player and adapts well to change
  • Ability to manage multiple projects at once
  • Engagement in WEG, broader community and active participation in financial planning community
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:
  • Life insurance – employer paid
  • Paid parental leave
  • Short-term and long-term disability – employer paid
  • Vision coverage
  • Dependent care spending account
  • Medical and dental coverage
  • Training and professional development
  • 401k – with match and profit sharing
  • 10 paid holidays each year
  • Tuition reimbursement
  • Paid Time Off
  • Wellness programs and resources
  • Health care spending and savings accounts
IND123
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, including disabled and veterans.