VP, 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 140+ offices 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 are seeking a Vice President, Financial Advisor to join a dynamic team focused on servicing clients who come through the custodial referral channels. This role will help close and service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. This is a remote position based out of the Atlanta, GA area, with client/prospect meetings presenting a varied schedule.

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 because we’re big on open conversations. The expected pay range for this position is $225k – $250k annually.

This range reflects a base salary and variable compensation and is based on the company’s good faith belief that 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, education, professional experience, and productivity and sales numbers and can be below or exceed the range.

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

• Client Relationship Management: Manage client relationships and assist with managing complex clients to the WEG planning‑based standard of identity. Tasks include facilitating the financial planning process, understanding the client’s current financial situation, engaging them in the process, preparing and conducting annual reviews, and presenting financial advice or plan to client.
• Prospect Closure with RVP: Assist the RVP in closing leads provided by various WEG channels, create opportunities within your network, and drive referrals from existing clients.
• Client Service Operations: Take meeting notes and promptly enter into the CRM, analyze client’s current investments and insurance policies, place trades and manage accounts, participate in training and coaching programs, and ensure compliance with the Wealth Enhancement Group’s Corporate Communication Strategy.

• Bachelor's Degree (or equivalent experience) in business, finance, economics or related.
• Minimum 2 consecutive years as a registered representative (IAR) holding a Series 65 or 7/66.
• Minimum 5 years’ experience as a registered representative as either a full‑service broker‑dealer, a security portfolio manager or a CFP, CFA or CPA.
• Series 65 or 7/66 or advanced designation (CFA or CFP).
• Experience with complex financial planning (including tax, trust and estate).
• Ability to convert prospects to clients and provide high‑level planning‑oriented service to a fast‑growing book of business.
• Excellent analytical, organizational and communication skills (both oral & written).
• Ability to manage multiple projects at once.
• Proficient with Microsoft Office Suite or related software.
• Familiarity with Salesforce and Support Org functionality.
• Able to travel locally to meet clients and attend meetings at various locations.

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