Financial Services Associate
5 days ago
Wealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial futures.
Job SummaryWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team in Houston, TX. As an Associate Financial Advisor, you will work closely with senior advisors to provide financial plans, financial advice, and reviews to assist clients in achieving their financial goals. You will also assist in sales team meetings, take meeting notes, and enter them into our CRM system.
Key Responsibilities- Work with senior advisors to provide financial plans, financial advice, and reviews to clients
- Assist in sales team meetings and take meeting notes
- Enter meeting notes into our CRM system
- Analyze client financial data and provide recommendations
- Prepare client reviews and assist in meetings with senior advisors
- Develop skills to perform basic functions within the sales team and step in to perform duties when needed
- 4-year degree in business, finance, economics, or related field
- Advanced designation or working towards obtaining (CFP, CPA, MBA, etc.)
- Series 65 (RIA Only)
- Insurance Licenses
- 2+ years of experience in the wealth management industry
- Excellent analytical, organizational, and communication skills
- Ability to manage multiple projects at once
We offer a comprehensive benefits package that includes 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, short-term and long-term disability, paid time off, 10 paid holidays each year, paid parental leave, and tuition reimbursement.
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