VP, Financial Advisor

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 are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, high‑touch client experience. This is a remote position based in the Bay area or Sacramento, with a varied schedule that includes onsite client and prospect meetings.

The expected pay range for this position is $225k - $250k annually. This range reflects a base salary and 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.

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity

• Facilitate the financial planning process

• Understand their current financial situation

• Engage them in the financial planning process

• Prepare and conduct annual reviews, including both planning and investment topics

• Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)

• Create opportunities within your network

• Drive referrals from existing clients

• Take meeting notes and promptly enter into the CRM

• Present financial advice or plan to client

• Analyze client’s current investments and insurance policies

• Placing trades and account management

• 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

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related

• Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation

• Experience with complex financial planning (including tax, alternative investments, trust and estate)

• Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business

• Possess 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

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Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being,…