Associate Financial Planner
Listed on 2026-01-01
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Finance & Banking
Financial Consultant, Financial Analyst
Join to apply for the Associate Financial Planner role at Wealth Enhancement
Join to apply for the Associate Financial Planner role at Wealth Enhancement
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 75,000 households from our over 100 offices - and growing - nationwide.
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 75,000 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
Our Farmington, UT office is looking for an Associate Financial Planner to provide support to the Financial Advisors their clients with the development of comprehensive financial plans and analyses. In addition, the Associate Financial Planner may serve as a resource to their peers and Advisors to help support technical planning questions.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $60,000.00 to $80,000.00, exclusive of bonuses and benefits.
Primary Job Functions
Support the Financial Advisor with the creation of customized financial plans
- Organize client’s financial documentation and information as necessary
- Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
- Review and summarize insurance details
- Review and summarize estate plan details
- Review and summarize tax returns details
- Create financial planning reports/analyses utilizing Money Guide Pro, eMoney, Morningstar and other planning tools
- Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan
- Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers
- Complete Financial Plan for delivery to client
- Record notes and pertinent details in Sales Force regarding client communications, inquiries, and actions related to the planning request as necessary
- Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals
- Identify resource requirements and details
- Research and identify necessary data and incorporate as necessary
- Format in clean, professional manner for review and approval by applicable parties
- Participate in the planning and implementation of corporate/team initiatives
- Attend and participate in Micro-Monday sessions and other company meetings
- Provide timely responses to questions
- Contribute positively to problem solving
- Bachelor’s degree in finance, business, accounting preferred
- 1-3 years previous experience in financial services
- Securities licenses for series 7 & 66 (or 7, 63 & 65)
- Insurance license in Life, Health & Variable
- Basic competency in all areas of financial planning
- Basic understanding of the investment platform
- Proficiency using financial planning software
- Solid communication skills (verbal & written)
- Proofreading
- Ability to organize and prioritize work to meet deadlines
- Analytical skills
- Able to work well…
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