Financial Advisor

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of over 80,000 households nationwide. Since 1997, we have pursued personalized financial planning and investment management through team‑based Roundtable and UniFi processes, surpassing standard industry practices. Primary Job Functions Manage client relationships and assist senior advisors with complex portfolios to maintain the WEG planning‑based standard. Facilitate the financial planning process: discover client values, goals and objectives; understand current financial situations; engage them in planning; and prepare annual reviews. Source and close prospective clients: proactively follow up, close leads from marketing and other WEG channels, create opportunities within your network, and drive referrals from existing clients. Conduct client meetings and follow‑up: take notes, enter information into the CRM, present financial advice or plans, obtain additional planning data, analyze investments and insurance policies, place trades, and manage accounts. Participate in WEG trainings, events, coaching, and maintain proficiency in advisor/client‑facing technology. Adhere to WEG’s Corporate Communication Strategy and maintain good compliance standing. Education / Qualifications 4‑year degree in business, finance, economics, or related field. Advanced designation required (CFP, CPA, MBA, etc.). Series 65 (required for RIA). 4+ years in wealth management, with proven ability to source and convert prospects to clients and provide high‑level planning service. Excellent analytical, organizational, and written/oral communication skills. Strong ability to manage multiple projects concurrently and engage in WEG, the broader community, and the financial planning profession. Benefits Training and professional development. Medical, dental, vision coverage for full‑time employees and families. Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA). Life, AD&D insurance and disability, workers compensation. 401(k) with match and profit sharing. Wellness programs and resources. Optional voluntary benefits, including pet insurance. 18 paid days off (PTO), escalating to 25 after 4 years of service; 12 paid holidays; paid parental and caregiver leave. Tuition and licensing reimbursement after meeting service requirements. Should you need reasonable accommodation during the application or selection process, contact our Human Resources Department at View phone number on click.appcast.io. 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. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws. #J-18808-Ljbffr