Associate Financial Advisor
Associate Financial Advisor
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Job Description
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75000 households from our over 100 offices - and growing - nationwide.
Since 1997 Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information please visit .
We have an exciting opportunity for an Associate Financial Advisor. As an AFA you will work as part of an advisory team and on behalf of senior advisors to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention providing white-glove service that exceeds our clients expectations.
In the spirit of pay transparency we are excited to share the base salary range for this position is $90000.00 to $110000.00 exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. Were big on open conversations so lets have one.
Primary Job Functions
Work with the financial advisory team to actively manage client relationships with excellent service
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into 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 clients investments insurance policies and financial plan
Place trades and oversee/manage tasks completed by the client service team
Prepare annual reviews as required by the team
Systematize the review process utilizing the CRM system
Gather data for client reviews and review client files for additional sales opportunities
Create reviews utilizing the Wealth Enhancement Group review system
Create financial plans for clients as required by the team
Analyze a clients financial data in light of their financial goals
Meet or call clients to obtain any additional planning information or clarify/confirm information provided
Prepare client information to present to the Roundtable if required
Work effectively and professionally with the Financial Planning department if required
Participate in Wealth Enhancement Group trainings educational events coaching programs and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Groups Corporate Communication Strategy and in good compliance standing
Education/Qualifications
Fluent in Spanish is required
4-year degree required; business finance economics preferred
2 years of experience within the wealth management industry
Advanced designation preferred (CFP)
Able to prepare client reviews and assist in meetings with senior advisors
Possesses excellent analytical organizational and communication skills (both oral & written)
Able to manage multiple projects at once
WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience qualifications skills and credentials; tenure cost-of-living and demand for the role in the applicable market. Thus the entire salary range for those who are classified as the individual contributor is $75600.00 to $170100.00.
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Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness financial well-being professional development and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical dental and vision coverage (Available to 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
401k 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)
Should you need reasonable accommodation when completing the application form or during the selection process contact the Human Resources Department at
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time file documents in high or low cabinets to use the telephone and to use the computer systems.
Required Experience:
IC
Employment Type
Full-Time
