Associate Financial Advisor

3 days ago


Coronado, California, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

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

Our firm has a long history of excellence, dating back to 1997, and has grown to serve over 61,000 households from our nationwide offices. We take pride in our unique financial plans and investment management services, which are tailored to meet the individual needs of each client.

Job Summary

We are seeking an Associate Financial Advisor to join our advisory team in our Coronado, CA office. As a key member of our team, you will work closely with senior advisors to help clients achieve their financial goals. Your primary responsibilities will include providing exceptional client service, assisting with financial planning and advice, and supporting the sales team in delivering high-quality services to our clients.

Key Responsibilities
  • Work with senior advisors and the team to provide financial plans, financial advice, and reviews to assist clients in achieving their financial goals.
  • Assist sales team members in providing advice and services that meet the expectations communicated to the client.
  • Develop the skills to perform all basic functions within the sales team and have the ability to step-in to perform these duties when the workload requires it.
  • Support and help create a team-based environment that builds trust in clients, generates referrals, and supports the growth of our business.
Requirements
  • Requires a 4-year degree in business, finance, economics, or a related field.
  • Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses.
  • Insurance Licenses.
  • 2+ years of experience within the wealth management industry.
  • Ability to prepare client reviews and assist in meetings with senior advisors.
  • Must possess excellent analytical, organizational, and communication skills (both oral & written).
  • Must be able to manage multiple projects at once.
Benefits
  • Training and professional development opportunities.
  • Medical and dental coverage.
  • 401k plan 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.


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