Financial Planner (Hybrid Work Option)

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.

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 Madison, WI office is looking for a Financial Planner. This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner will serve as a resource to their peers and Advisors to help support technical planning questions and may participate in training and mentoring new team members. (This role has availability for hybrid work schedule with right candidate.)

The salary target for this role is $58,000.00 - 68,000.00. This position is eligible for a team bonus.

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

Organize the client's financial documentation

• Maintain the integrity of the clients' original documents

Create and deliver customized financial plans

• Develop Profile, Strategy & Comprehensive plans using planning software

• Provide summary of client's personal info, financial position, asset allocation and analyze investments

• Coordinate requests to Investment and/or Insurance Department

• Gather additional documents from clients as needed

• Discuss findings and coordinate recommendations with Financial Advisor

• Review clients' employer benefits plans, income tax returns, SS benefits, pension benefits, insurances, beneficiary information & estate plan

• Review and summarize wills, power of attorney and other legal documents

• Create reports/analyses from Morningstar, BRT (Kettley), etc.

• Incorporate analyses and recommendations into plan

• Gather final illustration for insurance products

• Verify suitability and quality of plans before client meeting

• Submit Roundtable cases

• Finalize plan for delivery

• Records notes in CRM and planning file regarding client communication, and planning actions

Create Client Reviews

• Schedule reviews

• Prepare reviews and maintain accurate account, beneficiary information & RMD tracking

• Provide recommendations on investment objective

• Submit reviews to FA or AFA for a final review

• Post review-tasks; update account information, follow-up on paperwork, and record notes in CRM

Provide Financial Advisor with technical planning and client support

• Provides the Financial Advisor with technical planning and research support

• Participates in client meetings as requested

Industry | Product | Company Knowledge

• Participate in Roundtables

• Respond to questions

• Contribute to problem solving

• Provide training to new Financial Planners

• Continued learning

EDUCATION/QUALIFICATIONS

• Bachelor's degree in finance, business, accounting preferred

• 3+ years' experience in all areas of comprehensive financial planning

• CFP or CPA desirable

• Securities licenses FINRA 65; or ability to obtain.

• Understanding of the investment platform

• Proficiency using financial planning software

• Solid communication skills (verbal & written)

• Proofreading

• Ability to organize and prioritize multiple projects

• Analytical skills

• Able to work well with all levels of employees

• High ethical standards

• Proficiency with MS Office

IND123

#LI-Hybrid

#LI-NR1

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.