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Senior Financial Planner Jobs

Company

Wealth Enhancement Group
Address , Plymouth, 55441, Mn
Employment type FULL_TIME
Salary $125,000 - $175,000 a year
Expires 2023-07-16
Posted at 11 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 75 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 are looking for a Senior Financial Planner to join one of our Burnsville, Minnesota teams. The Senior Financial Planner will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, this role will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members. This role offers a hybrid work arrangement, with some flexibility, depending on business and client needs.
The salary target for this role is $125,000.00 – 175,000.00; this position may be eligible for an annual/team bonus.
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
Support the Financial Advisor with the creation of customized financial plans
  • Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
  • Review and summarize tax returns details
  • Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary
  • Review and summarize insurance details
  • Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.
  • Complete Financial Plan for delivery to client
  • Review and summarize estate plan details
  • Organize client’s financial documentation and information as necessary
  • Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools
  • Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan
Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
Provide technical planning expertise and support
  • Proactively share expertise and knowledge via various forums
    • Micro Monday, Marketing and resource Support, training/knowledge forums, etc.
  • Participate in the research and response of general technical planning inquiries from Advisors and other team members
  • Provide subject matter expertise (SME) & support
  • Micro Monday, Marketing and resource Support, training/knowledge forums, etc.
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals
  • Identify resource requirements and details
  • Research and identify necessary data and incorporate as necessary
  • Format in clean, professional manner for review and approval by applicable parties
Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.
  • Attend and participate in Micro-Monday sessions and other company meetings
  • Contribute positively to problem solving
  • Provide timely responses to questions
  • Provide Training support to peers and new team members
  • Participate in the planning and implementation of corporate/team initiatives
Education/Qualifications
  • 7+ years’ experience in all areas of comprehensive financial planning
  • CFP or CPA or other related advanced designation is required
  • Ability to organize and prioritize multiple projects
  • Substantial industry-related continuing education
  • Proficiency using financial planning software
  • Analytical skills
  • Understanding investment platform services
  • Bachelor’s degree in finance, business, accounting preferred
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:
  • Medical and dental coverage
  • Training and professional development
  • Tuition reimbursement
  • Health care spending and savings accounts
  • Dependent care spending account
  • 10 paid holidays each year
  • Wellness programs and resources
  • Life insurance – employer paid
  • Paid parental leave
  • 401k – with match and profit sharing
  • Paid Time Off
  • Short-term and long-term disability – employer paid
  • Vision coverage
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.