Financial Advisor

About Wealth Enhancement Group

Wealth Enhancement Group 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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement Group 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 www.wealthenhancement.com.

Our Malvern, PA office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. An immediate opening is available for the advisor to step into a book of 80+ client relationships and $100M AUM. Meet company objectives for sales growth, client retention and customer service quality.

Primary Job Functions

Working with other senior advisors and the team to provide exceptional financial plans, financial advice, and reviews to assist clients in achieving their financial goals. Collaborate with the advisory and sales team members so that advice and services are provided in a manner that meets all the expectations communicated to the client. Possesses the skills to perform all functions within the sales team and has the ability to step in to perform these duties when the team workload requires it. Create a team-based environment that builds trust for clients, generates referrals, and supports the growth of our business.

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 WEG channels (Marketing, CRP, etc.)

• Create opportunities within your network

• Drive referrals from existing clients

Manage client relationships and client service as needed

• Present financial advice or plan to clients

• Meet with client to obtain additional planning information, or to clarify/confirm information provided

• 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

Education | Qualifications

• Requires a 4-year degree; business, finance, economics preferred

• Advanced designation required (CFP, CPA, MBA, etc.)

• Series 65, 66 (RIA Only)

• 4+ years of 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

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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 may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k - with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance - employer paid

• Short-term and long-term disability - employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.