Financial Advisor

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services.

Position Overview

Our Salem office is looking for a Financial Advisor to work as part of an advisory team to help clients achieve their financial goals.

Base salary $100,000–$130,000, exclusive of commissions, bonuses, and equity participation.

Primary Job Functions

• Manage client relationships and assist senior advisors with 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 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
• Source and close prospective clients
• Proactively follow up with clients who have not implemented financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• Manage client relationships and client service as needed
• Assist the Financial Advisor during client meetings and with follow‑up
• Take meeting notes and promptly enter 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 transactions
• 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

Education & Qualifications

• 4‑year degree (business, finance, economics preferred)
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• 4+ years 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 and written)
• Ability to manage multiple projects simultaneously
• Engagement in WEG, broader community, and active participation in the financial planning community

Benefits

• Training and professional development
• Medical, dental and vision coverage (available to full‑time employees and their families)
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Account (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short‑term and long‑term disability coverage; 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)

EEO Statement

We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.