Investment Consultant

2 weeks ago

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

Wealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients.

Our commitment to excellence drives us to refine our approach to personalized financial planning through our innovative Roundtable and UniFi processes, which transcend conventional methods.

We proudly serve over 61,000 households across more than 100 offices nationwide, continually expanding our reach.


Since our inception in 1997, we have set a higher standard in wealth management, providing specialized expertise and attentive service that empowers each client to shape their financial future.

About the CRP Financial Advisor Role

The CRP Financial Advisor role is designed to assist clients who engage with us through custodian channels. This position emphasizes helping clients realize their financial aspirations while delivering exceptional service.

Key Responsibilities

1. Cultivate and manage client relationships, supporting senior advisors in overseeing complex client accounts according to WEG's planning-based standards.

2. Facilitate the financial planning journey.

3. Identify and understand a prospect or client's values, goals, and objectives.

4. Assess their current financial landscape.

5. Engage clients in the financial planning process.

6. Prepare and conduct annual reviews covering both planning and investment topics.

7. Source and convert prospective clients.

8. Follow up proactively with clients who have not yet implemented their financial plans.

9. Close leads generated from various WEG channels (Marketing, CRP, etc.).

10. Create opportunities within your professional network.

11. Drive referrals from existing clients.

12. Manage client relationships and provide necessary client service.

13. Assist the Financial Advisor during client meetings and follow-up activities.

14. Document meeting notes and promptly enter them into the CRM system.

15. Present financial strategies or plans to clients alongside the Financial Advisor.

16. Meet with clients to gather additional planning information or clarify existing details.

17. Analyze clients' current investments and insurance policies.

18. Execute trades and manage accounts.

19. Participate in Wealth Enhancement Group training sessions, educational events, and coaching programs, demonstrating proficiency in advisor/client-facing technology.

20. Adhere to Wealth Enhancement Group's Corporate Communication Strategy and maintain compliance standards.

Education & Qualifications

• A 4-year degree is required; degrees in business, finance, or economics are preferred.

• An advanced designation is necessary (CFP, CPA, MBA, etc.).

• Series 7 and 66 licenses (BD/RIA) are required.

• Insurance licenses are necessary.

• A minimum of 10 years of sales experience in the wealth management sector is essential.

• Proven ability to source and convert prospects into clients while delivering high-level planning-oriented service to a rapidly growing client base.

• Excellent analytical, organizational, and communication skills (both verbal and written) are required.

• Ability to manage multiple projects simultaneously.

Comprehensive Benefits Offerings


Our benefits are designed to balance four key elements that contribute to a meaningful life and work experience: health and wellness, financial security, professional growth, and work/life balance.

You may take advantage of the following benefits and development opportunities:

• Training and professional development programs.

• Medical and dental insurance coverage.

• 401k plan with matching contributions and profit sharing.

• Health care spending and savings accounts.

• Dependent care spending account.

• Vision insurance.

• Wellness programs and resources.

• Employer-paid life insurance.

• Employer-paid short-term and long-term disability insurance.

• Paid Time Off.

• 10 paid holidays each year.

• Paid parental leave.

• Tuition reimbursement.

For reasonable accommodations during the application process or selection stages, please contact the Human Resources Department.


All information provided in this application will remain confidential and will only be shared with those involved in the selection process.

We are an Equal Opportunity Employer, including individuals with disabilities and veterans. This organization participates in E-Verify.

OSHA Requirements:

This position requires the ability to stand or sit for extended periods, file documents in various cabinets, use the telephone, and operate computer systems.

  • Senior Regional Sales Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States MFS Investment Management Full time

    POSITION OVERVIEWThe Senior Regional Sales Consultant will be responsible for promoting and selling MFS Investment products and services through various financial intermediaries across multiple channels including Broker-Dealer, Regional, Independent, and Bank sectors.KEY RESPONSIBILITIESFacilitates sales presentations with financial intermediaries to enhance...

  • Investment Consultant

    1 week ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a premier independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning approach through our innovative Roundtable and UniFi processes, which surpass conventional methods. We...

  • Multisite Property Leasing Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States Monarch Investment and Management Group Full time

    Position Overview:Monarch Investment and Management Group is actively seeking a Full-Time Multisite Leasing Consultant/Agent to facilitate leasing operations across various properties.Role Responsibilities:The Multisite Leasing Consultant/Agent will collaborate with Hiring Managers and Leasing Teams to maintain high occupancy levels at our properties.Key...

  • Multisite Property Leasing Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States Monarch Investment and Management Group Full time

    Company Overview:Monarch Investment and Management Group is a reputable organization dedicated to providing exceptional living experiences across various properties.Position Summary:We are currently seeking a Full-Time Multisite Leasing Consultant/Agent to facilitate leasing operations across our properties in the Brooklyn Park/Minneapolis area.Key...

  • Investment Solutions Consultant

    1 week ago

    Minneapolis, Minnesota, United States Midwest One Bank Full time

    Position Overview:At MidWestOne, we prioritize our people above all else. As a community bank, our culture is rooted in integrity and exceptional customer service. Our team members are the cornerstone of our achievements. If you seek to join an organization that values your contributions, nurtures your skills, and fosters your personal and professional...

  • Planner, Investment

    3 months ago

    Minneapolis, Minnesota, United States National Rural Electric Cooperative Association Full time

    Job DescriptionPlanner, Investment and Retirement Services - MN, WI, OH, MINRECA is a unique national trade association providing advocacy, financial services and business support services to over 900 consumer owned electric cooperatives across the country. NRECA employees are united by our mission, inclusive culture, collaborative workplace and commitment...

  • Financial Investment Analyst

    6 days ago

    Minneapolis, Minnesota, United States Thrivent Financial Full time

    Job SummaryThrivent Financial's Private Equity Group manages over $7 billion of private equity funds and equity co-investments in a range of industries. As a Private Equity Investment Associate, you will be part of deal teams that perform due diligence and financial modeling for investment opportunities, as well as assisting with the monitoring of portfolio...

  • Sr. Regional Consultant-Retail

    1 month ago

    Minneapolis, Minnesota, United States MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions...

  • Technical Solutions Consultant Leader

    2 weeks ago

    Minneapolis, Minnesota, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital existence.We envision a future where each day is more secure than the last. Achieving this vision is challenging, but we are committed to continuous improvement.We are driven by innovation and are seeking individuals who are...

  • Exterior Sales Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States Apex Companies, LLC Full time

    Apex Companies, LLC | Home Improvement ServicesPosition Overview:Apex Companies, LLC is seeking a dynamic and driven Exterior Sales Consultant to join our dedicated team. This role presents an exceptional opportunity for individuals who are confident, motivated, and eager to make a significant impact in the home improvement industry.Compensation:Our...

  • Senior Wealth Management Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    Senior Wealth Management Consultant We are seeking a qualified individual to take on a wealth management advisory role. The ideal candidate will possess significant experience in the financial sector and be eager to expand their practice while collaborating with fellow advisors on succession planning initiatives. Joining our esteemed organization will allow...

  • Consulting Marketing Executive

    2 weeks ago

    Minneapolis, Minnesota, United States Authentic Brand LLC Full time

    Are you a seasoned marketing executive looking to make a significant impact within a collaborative community of professionals? If so, we invite you to explore this opportunity. Authentic Brand LLC is a network of Fractional CMOs dedicated to assisting expanding businesses in Overcoming Random Acts of Marketing and confidently advancing their revenue...

  • Senior Wealth Management Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    Senior Wealth Management ConsultantWe are seeking a qualified candidate to join our team as a Senior Wealth Management Consultant. This role is ideal for a seasoned financial strategist who is eager to expand their practice and collaborate with fellow professionals on succession planning initiatives. By becoming part of an organization that values...

  • Technical Solutions Consultant Leader

    1 week ago

    Minneapolis, Minnesota, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the trusted cybersecurity partner, safeguarding our digital lives.We envision a future where each day is more secure than the last. Achieving this vision is challenging, but we are committed to making it a reality.Your RoleThe Solutions Consultant Manager represents a modern evolution of the...

  • Cybersecurity Solutions Consultant Leader

    2 weeks ago

    Minneapolis, Minnesota, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital existence.We envision a future where each day is safer and more secure than the last. Achieving this vision is challenging, but we are committed to continuous improvement.We thrive on innovation and are seeking individuals who...

  • Technical Solutions Consultant Leader

    1 week ago

    Minneapolis, Minnesota, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the trusted cybersecurity partner, safeguarding our digital existence.We envision a world where each day is safer and more secure than the last. Achieving this vision is challenging, but we embrace the pursuit of excellence.Our organization thrives on innovation and disruption, seeking...

  • Technical Solutions Consultant Leader

    2 weeks ago

    Minneapolis, Minnesota, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital lives.We envision a world where each day is more secure than the last. Achieving this vision is challenging, but we are committed to pursuing better solutions.Your RoleThe Solutions Consultant Manager represents a modern evolution...

  • Cybersecurity Solutions Consultant Lead

    2 weeks ago

    Minneapolis, Minnesota, United States Palo Alto Networks Full time

    Company OverviewAt Palo Alto Networks, our mission is clear: to be the cybersecurity partner of choice, safeguarding our digital existence.We envision a world where each day is more secure than the last. Achieving this is no small feat, but we are not here for the easy path; we are here for improvement.Our organization is founded on the principles of...

  • Senior Risk Management Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States Wells Fargo Full time

    Why Wells Fargo:At Wells Fargo, we are dedicated to fostering an environment where your career can flourish. Recognized as a top workplace for career growth, we prioritize employee development and well-being. Our commitment to diversity, equity, and inclusion is at the heart of our business practices.We provide competitive compensation and an extensive...

  • Lead Business Systems Consultant

    2 weeks ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Ameriprise Financial, Inc. is looking for a Lead Business Systems Consultant to serve as the vital link between the business and IT sectors in order to deliver essential or intricate technical solutions that align with user requirements and enhance organizational performance. This role involves conducting thorough technical analysis of business needs, as...