Wealth Management Advisor

2 weeks ago

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

Wealth Enhancement Group is a distinguished 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 services through our innovative Roundtable and UniFi methodologies, which surpass conventional practices. We proudly serve over 61,000 households from more than 100 offices nationwide, with continuous growth on the horizon.

Since our inception, we have consistently elevated the standards of wealth management, providing specialized expertise and attentive service that empowers every client to shape their financial future.

Position Overview

The Financial Advisor role is pivotal in assisting clients who engage through custodian channels. This position emphasizes supporting clients in reaching their financial aspirations while delivering exceptional service.

Key Responsibilities
  • Develop and maintain client relationships, assisting senior advisors in managing complex client needs to meet WEG's planning standards.
  • Guide clients through the financial planning journey by identifying their values, goals, and objectives.
  • Assess clients' current financial circumstances and actively involve them in the planning process.
  • Conduct annual reviews covering both planning and investment topics.
Client Acquisition
  • Follow up proactively with clients who have not implemented their financial plans.
  • Convert leads generated through various WEG channels.
  • Leverage your network to create new client opportunities.
  • Encourage referrals from existing clients.
Client Relationship Management
  • Support the Financial Advisor during client meetings and manage follow-up tasks.
  • Document meeting notes and ensure timely entry into the CRM system.
  • Present financial strategies or plans to clients alongside the Financial Advisor.
  • Meet with clients to gather additional planning information or clarify existing details.
  • Evaluate clients' current investments and insurance policies.
  • Handle trades and manage client accounts effectively.
Professional Development

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

Adhere to the Wealth Enhancement Group's Corporate Communication Strategy and maintain compliance standards.

Qualifications
  • A four-year degree in business, finance, or economics is required.
  • Advanced designations such as CFP, CPA, or MBA are preferred.
  • Possession of Series 7 and 66 licenses (BD/RIA) is necessary.
  • 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 balance essential aspects of life and work, including health and wellness, financial security, professional growth, and work/life balance. Eligible employees may enjoy the following benefits and development opportunities:
  • 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 (PTO).
  • Ten paid holidays annually.
  • Paid parental leave.
  • Tuition reimbursement.
Equal Opportunity Employer

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

Confidentiality Notice

All information provided during the application process will be kept confidential and shared only with those involved in the selection process.

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