Senior Vice President, Financial Advisor

Wealth Enhancement Group has an exciting opportunity for a
** Senior Vice President, Financial Advisor
** to join our team in
** Pittsford, New York**.This is a senior leadership position within the advisory team, combining advisor leadership and development with high-touch client relationship management. The Senior Vice President, Financial Advisor will serve as a member of the local leadership team, helping lead, mentor, and develop existing financial advisors while also expanding the team’s capacity to serve ultra-high-net-worth (UHNW) clients with complex financial needs.

This individual will work collaboratively with other senior advisors and team members to deliver exceptional financial planning, advice, and client service while helping the team meet company objectives for client retention, service quality, and growth.  The expected pay range for this
** SVP Financial Advisor
** position is $300,000 to $400,000 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, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.  We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do.

We’re big on open conversations, so, let’s have one.  
** Primary Job Functions
** Manage existing client relationships to WEG’s planning-based standard of identity
* Facilitate the financial planning process
* Discover a prospect or client’s values, goals and objectives
* Understand their current financial situation
* Engage them in the financial planning process
* Prepare and conduct annual reviews, including both planning and investment topics
* Ensures on going client support and communication  Source and close prospects
* Proactively follow up with clients who have not implemented financial plan
* Close leads provided by various WEG channels (Marketing, CRP, etc.)
* Create opportunities within your network
* Drive referrals from existing clients  Mentor and train individuals on the team in technical areas of financial planning and client service
* Educate on the Wealth Enhancement Group planning process
* Educate on the overall financial planning matters  Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology  Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing  
** Education/Qualifications
*** Requires a 4-year degree; business, finance, economics preferred
* Series 7, 66 or Series 65
* Substantial experience within the wealth management industry
* Ability to source and convert prospects to clients and provide high-level planning-oriented service
* Possess excellent analytical, organizational, and communication skills (both oral & written)
* Ability to manage multiple projects at once
* Engagement in WEG, broader community and active participation in financial planning community  
** 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…