Financial Advisor Associate

4 days ago


Houston, Texas, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

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 perfection, we strive to deliver exceptional client experiences and help our clients achieve their financial goals.

We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our Houston, TX office. As a key member of our advisory team, you will work closely with senior advisors to provide financial plans, financial advice, and reviews to assist clients in achieving their financial objectives. You will also assist in sales team meetings, take meeting notes, and promptly enter them into our CRM system.

The ideal candidate will have a 4-year degree in business, finance, economics, or a related field, and advanced designations such as CFP, CPA, or MBA. You will also have 2+ years of experience in the wealth management industry, excellent analytical, organizational, and communication skills, and the ability to manage multiple projects simultaneously. If you are a team player with a passion for delivering exceptional client experiences, we encourage you to apply.

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
• Present financial advice or plans to clients with senior advisors
• Meet with clients to obtain additional planning information or clarify/confirm information provided
• Analyze clients' current investments and insurance policies
• Place trades and account management
• Prepare annual reviews as required by the team
• Create financial plans for clients as required by the team

Benefits

We offer a comprehensive benefits package that includes training and professional development, medical and dental coverage, 401k with match and profit sharing, healthcare 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.

We are an equal opportunity employer and participate in E-Verify. If you need reasonable accommodation during the application process, please contact our Human Resources Department at 763-417-1700.

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