Financial Advisor

Company Overview 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. Position Overview Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Jacksonville, FL. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. Responsibilities 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 the 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 overall financial planning matters Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client facing technology Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing Qualifications Requires a 4‑year degree; business, finance, economics preferred 5–10 years’ experience in the wealth management industry servicing clients Series7,66 (BD/RIA) required; Series65 (RIA Only) required CFP preferred Ability to 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 the financial planning community Compensation The expected pay range for this Financial Advisor position is $79,000 to $127,000 annually. This range may include a base salary plus variable compensation. Actual compensation within this range will depend on your qualifications, skills, credentials, educational and professional experience, and productivity and sales numbers. Benefits Health, 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) Equal Opportunity Employer Wealth Enhancement is an equal opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, disability, or any other protected status. This organization participates in E‑Verify. #J-18808-Ljbffr