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Financial Advisor

2 months ago

Midland, Michigan, 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 passion for enriching the lives of our clients, we strive to perfect our craft of personalized financial planning through our team-based approach.

Job Summary

We are seeking a highly skilled Financial Advisor to join our advisory team and help clients achieve their financial goals. As a key member of our team, you will work closely with senior advisors to manage complex client relationships and provide exceptional client service.

Primary Responsibilities
  • Client Relationship Management: Manage client relationships and assist senior advisors with the management of complex clients to the WEG planning-based standard of identity.
  • Financial Planning: 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, and prepare and conduct annual reviews.
  • Client Acquisition: Source and close prospective clients, proactively follow up with clients who have not implemented financial plans, close leads provided by various WEG channels, create opportunities within your network, and drive referrals from existing clients.
  • Client Service: 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 the client with the Financial Advisor, meet with the client to obtain additional planning information, or to clarify/confirm information provided, analyze the client's current investments and insurance policies, and place trades and account management.
Requirements
  • Education: Requires a 4-year degree; business, finance, economics preferred.
  • Advanced Designation: Advanced designation required (CFP, CPA, MBA, etc.).
  • Professional Licenses: Series 7, 66 (BD/RIA), Series 65 (RIA Only), and Insurance Licenses.
  • Experience: 4+ years of experience within the wealth management industry.
  • Skills: Ability to source and convert prospects to clients, provide high-level planning-oriented service, possess excellent analytical, organizational, and communication skills (both oral & written), and ability to manage multiple projects at once.
Benefits
  • Training and Professional Development: Opportunities for training and professional development to enhance your skills and knowledge.
  • Medical and Dental Coverage: Comprehensive medical and dental coverage for you and your family.
  • 401k Plan: Employer-matched 401k plan to help you save for your future.
  • Health Care Spending and Savings Accounts: Health care spending and savings accounts to help you manage your health care expenses.
  • Dependent Care Spending Account: Dependent care spending account to help you care for your loved ones.
  • Vision Coverage: Comprehensive vision coverage for you and your family.
  • Wellness Programs and Resources: Access to wellness programs and resources to help you maintain a healthy lifestyle.
  • Life Insurance: Employer-paid life insurance to provide financial security for your loved ones.
  • Short-term and Long-term Disability: Employer-paid short-term and long-term disability insurance to provide financial protection in case of illness or injury.
  • Paid Time Off: Generous paid time off to relax and recharge.
  • Paid Holidays: 10 paid holidays per year to celebrate with your loved ones.
  • Paid Parental Leave: Paid parental leave to support you during this special time.
  • Tuition Reimbursement: Tuition reimbursement to help you pursue your education goals.