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Financial Advisor

2 months ago

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

We are seeking a highly skilled and experienced Financial Advisor to join our team at Wealth Enhancement Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.

Key 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
    • Facilitate the financial planning process, including discovering a prospect or client's values, goals, and objectives, understanding their current financial situation, and engaging them in the financial planning process
    • Prepare and conduct annual reviews, including both planning and investment topics
  • Prospect Sourcing and Conversion
    • Proactively follow up with clients who have not implemented a financial plan
    • Close leads provided by various WEG channels (Marketing, CRP, etc.)
    • Create opportunities within your network
    • 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
    • Place trades and manage client accounts
    Requirements
    • Education and Qualifications
      • Requires a 4-year degree; business, finance, economics preferred
      • Advanced designation required (CFP, CPA, MBA, etc.)
      • Series 7, 66 (BD/RIA)
      • Insurance Licenses
      • 10+ years' sales experience in the wealth management industry
      • Ability to source and convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
      • Possess excellent analytical, organizational, and communication skills (both oral & written)
      • Ability to manage multiple projects at once
      Benefits
      • Comprehensive Benefits Offerings
        • Training and professional development
        • 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