Financial Advisor

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm dedicated to enriching the lives of our clients. We provide personalized financial planning and investment management services to over 55,000 households from more than 100 offices nationwide since 1997.

Position Summary

Our West Houston, TX office seeks a Financial Advisor to work as part of an advisory team and help clients achieve their financial goals, delivering client service that exceeds expectations. The role supports senior advisors and focuses on client relationships, prospect development, and comprehensive financial planning.

Primary Job Functions

• Manage client relationships and assist senior advisors with the management of complex clients to the WEG planning-based standard of identity.
• Facilitate the financial planning process
  • Discover a prospect or client’s values, goals & objectives.
  • Understand their current financial situation.
  • Engage them in the financial planning process.
• Prepare and conduct annual reviews, including both planning and investment topics.
• Source and close prospective clients.
• Proactively follow up with clients who have not implemented the financial plan.
• Close leads from WEG channels (Marketing, CRP, etc.).
• Create opportunities within your network.
• Drive referrals from existing clients.
• Assist the Financial Advisor during client meetings and with follow‑up.
• Take meeting notes and promptly enter them into the 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 client’s current investments and insurance policies.
• Place trades and manage account operations.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and remain proficient with advisor/client‑facing technology.
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain a good compliance standing.

Education & Qualifications

• Requires a 4‑year degree in business, finance, economics or related field.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series7, 66 (BD/RIA) and Series65 (RIA Only) licensed.
• Insurance licenses as required.
• Minimum 4years of experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high‑level planning‑oriented service.
• Excellent analytical, organizational, and communication skills (oral & written).
• Ability to manage multiple projects simultaneously.
• Active engagement in WEG, broader community, and the financial planning community.

Benefits & Offerings

• Training and professional development.
• Medical and dental coverage.
• 401(k) – with match and profit sharing.
• Health care spending and savings accounts.
• Dependent care spending account.
• Vision coverage.
• Wellness programs and resources.
• Life insurance – employer paid.
• Short‑term and long‑term disability – employer paid.
• Paid Time Off.
• 10 paid holidays each year.
• Paid parental leave.
• Tuition reimbursement.

Information provided on this application will be kept confidential and only shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

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 computer systems.

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at View phone number on click.appcast.io.