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 proudly serve over 61,000 households across more than 100 offices nationwide, with a continuous focus on growth.

Since our inception, we have set a high standard in wealth management, combining specialized expertise with attentive service to empower every client in shaping their financial future.

Position Overview

The Financial Advisor role is pivotal in assisting clients who come through various channels. This position emphasizes achieving clients' financial aspirations while delivering exceptional service.

Key Responsibilities
  • Manage client relationships and support senior advisors in handling complex client needs in alignment with WEG's planning standards.
  • Facilitate the financial planning journey.
  • Identify and understand a prospect or client's values, goals, and objectives.
  • Assess their current financial landscape.
  • Engage clients throughout the financial planning process.
  • Conduct annual reviews covering both planning and investment topics.
Client Acquisition
  • Proactively follow up with clients who have not yet implemented their financial plans.
  • Convert leads generated from various WEG channels.
  • Develop opportunities within your personal network.
  • Encourage referrals from existing clients.
Client Relationship Management
  • Assist the Financial Advisor during client meetings and follow-up activities.
  • Document meeting notes and promptly update the CRM.
  • Present financial strategies or plans to clients alongside the Financial Advisor.
  • Meet with clients to gather additional planning information or clarify existing details.
  • Analyze clients' current investment portfolios and insurance policies.
  • Oversee trade placements and account management.
Professional Development

Engage in Wealth Enhancement Group's training programs, educational events, and coaching initiatives, while becoming proficient in advisor/client-facing technologies.

Adhere to the Corporate Communication Strategy and maintain compliance standards.

Qualifications
  • A bachelor's degree is required; fields such as business, finance, or economics are preferred.
  • An advanced designation (CFP, CPA, MBA, etc.) is mandatory.
  • Possession of Series 7 and 66 licenses (BD/RIA).
  • Insurance licenses are required.
  • A minimum of 10 years of sales experience in the wealth management sector.
  • Proven ability to source and convert prospects into clients while delivering high-level planning services.
  • Excellent analytical, organizational, and communication skills (both verbal and written).
  • Capability to manage multiple projects simultaneously.
Comprehensive Benefits Package

Our benefits are designed to support four essential aspects of life: health and wellness, financial security, professional growth, and work/life balance. Employees can access a variety of benefits and development opportunities, including:
  • Training and professional development programs.
  • Medical and dental insurance.
  • 401(k) plan with matching contributions and profit sharing.
  • Health care spending and savings accounts.
  • Dependent care spending accounts.
  • Vision insurance.
  • Wellness programs and resources.
  • Employer-paid life insurance.
  • Employer-paid short-term and long-term disability coverage.
  • Paid Time Off and 10 paid holidays annually.
  • Paid parental leave.
  • Tuition reimbursement.
Equal Opportunity Employer

We are an equal opportunity employer, including individuals with disabilities and veterans. We participate in E-Verify.

Note: Information provided in this application will be kept confidential and shared only with those involved in the selection process.

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