Associate Financial Advisor

Overview Wealth Enhancement is an independent wealth management firm actively seeking an Associate Financial Advisor for our San Diego office. The role is part of an advisory team assisting senior advisors in helping clients achieve their financial goals. Primary Responsibilities Work with the financial advisory team to actively manage client relationships, service, and the firm’s planning‑based standard of identity Assist the Financial Advisor during client meetings and with follow‑up; take meeting notes and promptly enter them into CRM. Present financial advice or plan to client with the Financial Advisor. Meet with client to obtain additional planning information or clarify/confirm details provided. Analyze client’s current investments and insurance policies. Place trades and perform account management. Prepare annual reviews as required by the team Systematize the review process utilizing the CRM system. Gather data for client reviews and identify additional sales opportunities. Create reviews utilizing the firm’s review system. Monitor percentage of clients reviewed in the last calendar year. Create financial plans for clients as required by the team Analyze a client’s financial data in light of their goals. Meet or call clients to obtain any additional planning information or clarify details. Prepare client information to present to the Roundtable, if required. Work effectively and professionally with the Financial Planning department, if required. Participate in firm training, educational events, coaching programs, and maintain proficiency in advisor/client‑facing technology. Adhere to the firm’s Corporate Communication Strategy and maintain good compliance standing. Education and Qualifications 4‑year degree in business, finance, economics, or related field. Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.). Series 7 and 66 (BD/RIA); Series 65 (RIA only) preferred. Insurance licenses (optional but desirable). Minimum 2 years of experience within the wealth‑management industry. Ability to prepare client reviews and assist in meetings with senior advisors. Excellent analytical, organizational, and oral & written communication skills. Capability to manage multiple projects simultaneously. Community engagement demonstrated. Occupational Safety Requires the ability to stand or sit for long periods, file documents in cabinets, use the telephone, and operate computer systems. Benefits Training and professional development. Medical, dental, and vision coverage for full‑time employees and families. Health Savings Account (HSA) with employer contribution; Flexible Spending Account (FSA). 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 paid time off (PTO) accrued annually (25 PTO days after 4 years of service). 12 paid holidays. Paid parental and caregiver leave. Tuition, licensing, and other credential reimbursement after meeting service requirements. Equal Opportunity Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. The organization participates in E‑Verify. All hiring decisions are made without regard to race, color, religion, sex, national origin, age, disability, or any other protected status. #J-18808-Ljbffr Wealth Enhancement Group, LLC