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Financial Planner

1 month ago

Blue Bell, Pennsylvania, 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. Our team-based approach and UniFi processes enable us to provide unique financial plans and investment management services to over 61,000 households nationwide.

Job Summary

We are seeking a Financial Advisor to join our team in Blue Bell, PA. As a Financial Advisor, you will work closely with our advisory team to help clients achieve their financial goals, providing exceptional client service and exceeding their expectations. You will be responsible for managing client relationships, assisting senior advisors with complex clients, and participating in Wealth Enhancement Group trainings and educational events.

Key Responsibilities
  • Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
  • 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, prepare and conduct annual reviews, including both planning and investment topics
  • 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, drive referrals from existing clients
  • 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 client with the Financial Advisor, meet with client to obtain additional planning information, or to clarify/confirm information provided, analyze client's current investments and insurance policies, placing trades and account management
Requirements
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation (CFP, CPA, MBA, etc.) a plus
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • 4+ years of experience within the wealth management industry
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
  • Engagement in WEG, broader community, and active participation in financial planning community
Benefits

We offer a comprehensive benefits package that includes 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, and tuition reimbursement.

We are an Equal Opportunity Employer and participate in E-Verify. If you need reasonable accommodation when completing the application form or during the selection process, please contact the Human Resources Department.