Financial Advisor Associate

9 hours ago

San Francisco, California, 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-based approach, combined with our proprietary Roundtable and UniFi processes, enables us to provide personalized financial solutions that cater to the unique needs of each client.

With over 100 offices nationwide, we proudly serve over 61,000 households, and our commitment to excellence has earned us a reputation as a trusted partner in achieving our clients' financial goals.

Job Summary

We are seeking an Associate Financial Advisor to join our team in San Francisco, CA. As a key member of our advisory team, you will work closely with senior advisors to provide exceptional client service, help clients achieve their financial objectives, and support the growth of our business.

This is an excellent opportunity for a motivated and detail-oriented individual to develop their skills and contribute to the success of our team.

Key Responsibilities
  • Work with the financial advisory team to actively manage client relationships, service, and WEG's planning-based standard of identity
  • Assist the Financial Advisor during client meetings and with follow-up
  • Take meeting notes and promptly enter into 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
  • Place trades and account management
  • Prepare annual reviews as required by the team
  • Systematize the review process utilizing the CRM system
  • Gather data for client reviews and review client files for additional sales opportunities
  • Create reviews utilizing the Wealth Enhancement Group review system
  • Monitor percentage of client's that were reviewed in the last calendar year
  • Create financial plans for clients as required by the team
  • Analyze a client's financial data in light of their financial goals
  • Meet or call clients to obtain any additional planning information or clarify/confirm information provided
  • Prepare client information to present to the Roundtable, if required
  • Work effectively and professionally with the Financial Planning department, if required
  • Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
  • Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing
Requirements
  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • 2+ years of experience within the wealth management industry
  • Ability to prepare client reviews and assist in meetings with senior advisors
  • Must possess excellent analytical, organizational, and communication skills (both oral & written)
  • Must be able to manage multiple projects at once
  • Engagement in the 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
Equal Opportunity Employer

We are an equal opportunity employer and welcome applications from diverse candidates. If you need reasonable accommodation when completing the application form or during the selection process, please contact the Human Resources Department.

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