VP Financial Advisor

Position Overview VP Financial Advisor – Southern California – Wealth Enhancement is an independent wealth management firm committed to personalized financial planning and client enrichment. Compensation Expected pay range: $164,000 to $250,000 annually, based on base salary plus variable compensation. The company offers a full benefits suite including health and dental insurance, a 401(k) retirement plan, paid time off and additional benefits. Primary Job Functions Manage existing client relationships according to WEG’s planning‑based standard of identity Facilitate the financial planning process Discover a prospect or client’s values, goals and objectives Understand the client’s current financial situation Engage them in the financial planning process Prepare and conduct annual reviews, covering planning and investment topics Ensure ongoing client support and communication Prospect Development Proactively follow up with clients who have not implemented a financial plan Close leads provided by various WEG channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Mentor and Training Educate on the Wealth Enhancement Group planning process Educate on overall financial planning matters Professional Development and Compliance Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and remain proficient in advisor/client‑facing technology. Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing. Qualifications 4‑year degree; business, finance, economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA); Series 65 (RIA Only); Insurance Licenses Substantial 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 Engagement in WEG, broader community and active participation in the financial planning community OSHA Requirements Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and computer systems. Benefits Training and professional development Medical, dental and vision coverage (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 predetermined + 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 (after meeting service requirements) Equal Opportunity Employer Wealth Enhancement is an Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify. Your personal information is handled in accordance with applicable data protection laws. #J-18808-Ljbffr Wealth Enhancement