Client Acquisition Specialist

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 90,000 households from our over 175 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 a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on an appointment set.
We're open to candidates across the continental United States.

The working hours for this role are Monday-Friday, 9AM to 5PM (in your own time zone) and the candidate can be located anywhere in the continental United States. We offer optional overtime for candidates interested in extra hours. The overtime options include Saturday shifts from 9AM-12PM or 12PM-3PM, and/or weekday late shifts from 5PM-8PM.

In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000.00, plus a variable compensation plan. The variable compensation is performance-based, with the potential to bring total annual take-home-pay into the $90,000.00 – $ range, depending on individual and team performance metrics. This role is additionally eligible for full-time benefits.

Primary Job Functions

Initiate the Advisor Opportunity Sales Pipeline

• Produce sales results by developing and qualifying leads

• Screen prospective clients and set appointments for financial advisors

• Create a high volume of outbound dials and email activity

Communicate Company Value Proposition

• Partner with Marketing to communicate company brand and messaging

• Understands current marketing channels and event campaigns

• Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values

Utilize Salesforce Customer Relationship Management System

• Use Salesforce high velocity sales applications to prioritize work queues

• Accurately and efficiently record data entry of interactions with prospects

• Input new client Opportunities for advisors, ensuring proper data and reporting

• Utilize advisor rotation software to ensure accurate prospect assignment

Build and Maintain Financial Industry Knowledge

• Comply with the securities industry rules and regulations

• Maintain awareness of current market trends and education

• Expand financial industry knowledge and experience

Education/Qualifications

• Bachelor's Degree (or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education) in business; finance, economics or related

• Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals

• Series 7 and 66 (or 63 & 65) preferred

• Ability to work as a team member; positive solution-focused attitude

• Strong phone presence and communication skills

• Knowledge of financial planning and advisory practices

• Proficient with Microsoft Office Suite or related software.

• Familiarity with Salesforce and Support Org functionality

• Experience with Workday preferred

WEG hires employees and makes decisions about their salary…