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Wealth Management Professional

1 month ago

Denver, Colorado, United States Wealth Enhancement Group Full time
Job Summary

Wealth Enhancement Group is seeking a skilled Financial Planning Specialist to join our team. As a key member of our advisory team, you will help clients achieve their financial goals while providing exceptional client service.

Key Responsibilities
  • Manage client relationships and assist senior advisors with complex client management.
  • Facilitate the financial planning process, including discovering client values, goals, and objectives.
  • Prepare and conduct annual reviews, including planning and investment topics.
  • Source and close prospective clients, and proactively follow up with clients who have not implemented their financial plan.
  • Assist the Financial Advisor during client meetings and with follow-up, and take meeting notes and enter them into the CRM.

Requirements
  • Requires a 4-year degree, preferably in business, finance, or economics.
  • Advanced designation preferred, such as CFP, CPA, or MBA.
  • Series 7, 66 (BD/RIA), and Series 65 (RIA Only) licenses.
  • Insurance Licenses.
  • 4+ years of experience in the wealth management industry.

Benefits
  • Comprehensive benefits offerings, including training and professional development, medical and dental coverage, 401k with match and profit sharing, and more.

About Wealth Enhancement Group
Wealth Enhancement Group is an independent wealth management firm with a passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning and provide unique financial plans and investment management services to our clients.