Financial Advisor

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. Financial Advisor Position Our Long Island office in New York is looking for a Financial Advisor to work as part of an advisory team, helping clients achieve their financial goals and providing service that exceeds expectations. Team members collaborate to meet objectives related to customer service quality, client retention, and sales growth. Expected pay range: $100,000 to $150,000 annually. The range includes base salary and potential variable compensation. Actual compensation depends on qualifications, skills, education, experience, tenure, cost‑of‑living, and market demand. Primary Job Functions Manage client relationships and assist senior advisors with complex client management 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 planning and investment topics Source and Close Prospective Clients Proactively follow up with clients who have not implemented a financial plan Close leads provided by WEG marketing 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 follow‑up Take meeting notes and promptly enter information into the CRM Present financial advice or plans to clients with the Financial Advisor Meet with clients to obtain additional planning information or clarify data Analyze clients' current investments and insurance policies Place trades and manage account activities Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and demonstrate proficiency with advisor/client‑facing technology. Maintain adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and remain in good compliance standing. Education and Qualifications Requires a 4‑year degree; business, finance, or economics preferred Advanced designation required (CFP, CPA, MBA, etc.) Series 7, 66 (BD/RIA) licensing Insurance licenses 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 & written) Ability to manage multiple projects simultaneously Active engagement in WEG and the broader financial planning community Comprehensive Benefits Offerings Benefits are designed to support health and wellness, financial well‑being, professional development, and work/life harmony. Training and professional development Medical, dental, and vision coverage (for full‑time employees and families) Health Savings Account (HSA) with employer contribution and Flexible Spending Account (FSA) Life and AD&D insurance – employer paid with voluntary options Short‑term and long‑term disability, and 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), accruing annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 predetermined, 2 floating) Paid parental leave and paid caregiver leave (available after 6 months of tenure) Tuition, licensing, and credential reimbursement (upon meeting service requirements) Equal Opportunity Employer We are an Equal Opportunity Employer, including for disabled and veterans. This organization participates in E‑Verify. We are committed to equal opportunity employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. OSHA Requirements This position requires the ability to stand or sit for long periods, file documents in high or low cabinets, use the telephone, and use computer systems. AI Screening Disclaimer Wealth Enhancement may use artificial intelligence tools to assist in the initial screening of resumes. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. #J-18808-Ljbffr Wealth Enhancement