Financial Advisor

3 weeks ago

Minneapolis, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 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 www.wealthenhancement.com.

About Wealth Enhancement Group

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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 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 www.wealthenhancement.com

The CRP Financial Advisor position services clients who come through the custodian channels. This role focuses on helping clients achieve their financial goals while providing client service that exceeds expectations.

Primary Job Functions

Manage client relationships and assist senior advisors with management of complex clients to the WEG 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
Source and close prospective clients
  • 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
Manage client relationships and client service as needed
  • Assist the Financial Advisor during client meetings and with follow-up
  • Take meeting notes and promptly enter into the CRM
  • Present financial advice or plan to client with the Financial Advisor
  • 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 7, 66 (BD/RIA)
  • Insurance Licenses
  • 10+ years' sales experience in the wealth management industry
  • Ability to source and 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
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

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.

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