VP, Financial Advisor

Overview

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with a 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 beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices nationwide.

Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service that helps every client craft their future. For more information, please visit  Our Summit, NJ office is looking for a Financial Advisor to help clients achieve their financial goals while providing exceptional service. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

This role has a hybrid, flexible work arrangement.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in tenure, performance, and geographic location to determine the most accurate numbers. We encourage you to apply and provide compensation expectations when you do. We’re big on open conversations, so, let’s have one.

• 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
• Ensure ongoing client support and communication

• 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

• 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 proficiency in advisor/client facing technology. Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing.

• Requires a 4-year degree; business, finance, economics preferred
• Series 65 or 7/66
• Advanced designation preferred (CFP)
• Insurance Licenses
• 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

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 may participate in the following benefits & development opportunities:

• Training and professional development
• Medical, dental and vision coverage (Available to employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at . Information provided on this application will be kept confidential and only shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. OSHA Requirements:
This position requires the ability to stand or sit for long periods of time, to file documents in high or low cabinets, to use the telephone and to use the computer systems.