Financial Planner

Wealth Enhancement Group is a leading independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning and investment management services. With a team-based approach and a passion for excellence, we strive to perfect our craft and provide unique financial plans and investment management services to our clients.

We are seeking a highly skilled and motivated Financial Advisor to join our team in Blue Bell, PA. As a Financial Advisor, you will work closely with our advisory team to help clients achieve their financial goals, providing exceptional client service and exceeding their expectations.

• Client Relationship Management
  • Manage client relationships and assist senior advisors with the management of complex clients to the WEG planning-based standard of identity.
  • Facilitate the financial planning process, discovering a prospect or client's values, goals, and objectives, and understanding their current financial situation.
  • Engage clients in the financial planning process, preparing and conducting annual reviews, including both planning and investment topics.
• Prospect Sourcing and Conversion
  • Proactively follow up with clients who have not implemented financial plans.
  • Close leads provided by various WEG channels (Marketing, CRP, etc.).
  • Create opportunities within your network and drive referrals from existing clients.
• Client Service and Support
  • Assist the Financial Advisor during client meetings and with follow-up.
  • Take meeting notes and promptly enter them into the CRM.
  • Present financial advice or plans to clients with the Financial Advisor.
  • Meet with clients to obtain additional planning information or to clarify/confirm information provided.
  • Analyze clients' current investments and insurance policies, and place trades and manage accounts.

• Education and Qualifications
  • Requires a 4-year degree, preferably in business, finance, or economics.
  • Advanced designations (CFP, CPA, MBA, etc.) are a plus.
  • Series 7, 66 (BD/RIA), and Series 65 (RIA Only) licenses are required.
  • Insurance licenses are also required.
  • 4+ years of experience in the wealth management industry are preferred.
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service.
  • Possess excellent analytical, organizational, and communication skills (both oral and written).
  • Ability to manage multiple projects at once.
  • Engagement in WEG, broader community, and active participation in financial planning community.
• Benefits and Development Opportunities
  • Training and professional development opportunities.
  • 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.