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Wealth Management Advisor

2 months ago

Pittsburgh, Pennsylvania, 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. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals and secure their financial futures.

Job Summary

We are seeking a highly motivated and experienced Financial Planning Specialist to join our team in Uniontown, PA. As a Financial Planning Specialist, you will be responsible for managing client relationships, assisting senior advisors with complex client management, and providing high-level planning-oriented service to our clients.

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, 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
  • Source and close prospective clients, including proactively following up with clients who have not implemented financial plans, closing leads provided by various WEG channels, creating opportunities within your network, and driving referrals from existing clients
  • Manage client relationships and client service as needed, including assisting the Financial Advisor during client meetings and with follow-up, taking meeting notes and promptly entering them into the CRM, presenting financial advice or plans to clients with the Financial Advisor, meeting with clients to obtain additional planning information or to clarify/confirm information provided, analyzing clients' current investments and insurance policies, and placing trades and account management
Requirements
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation preferred (CFP, CPA, MBA, etc.)
  • 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
  • Tuition reimbursement