Associate Financial Advisor

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 Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 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 to join our advisory practice in Eden Prairie, MN. 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 and help the team meet objectives for sales growth and client retention, providing white‑glove service that exceeds our clients’ expectations.

The expected pay range for this Associate Financial Advisor position is $70,000 to $127,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, credentials, educational and professional experience and will be influenced by productivity and sales numbers and can be below or exceed the range.

A full benefits suite is offered, including health and dental insurance, a 401(k) retirement plan, paid time off and other benefits.

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 them 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 client’s 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 client’s 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 be proficient in advisor/client‑facing technology.

Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.

• 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

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 be eligible to participate in the following benefits and development opportunities:

• Training and professional development
• Medical, dental, and vision coverage (available to full‑time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and…