drjobs Financial Advisor

Financial Advisor

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1 Vacancy
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Job Location drjobs

New York City, NY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

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 .

The Financial Advisor services clients who come through the custodial referral channels. This role will help close/service new clients focusing on helping clients achieve their financial goals while providing excellent client service. This is a hybrid position based in Manhattan with client/prospect meetings presenting a varied schedule; on average the Advisor can expect 3 days of in person meetings each week.

Primary Job Functions

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity

Assist the RVP to help close prospective clients

Manage client relationships and client service as needed

Education/Qualifications

IND123

#LI-TO1

#LI-HYBRID

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:

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:

Unclear Seniority

Employment Type

Full-Time

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