Financial Planning Specialist

4 hours ago


Pittsburgh PA USA, United States Wealth Enhancement Group Full time
About Wealth Enhancement Group

Wealth Enhancement Group is a leading wealth management firm dedicated to delivering exceptional financial planning and investment services to our clients. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals through personalized planning and expert guidance.

We take pride in our unique approach to wealth management, which combines cutting-edge technology with a deep understanding of our clients' needs and goals. Our comprehensive financial planning process includes:

  • Facilitating the financial planning process to help clients achieve their goals
  • Discovering and understanding clients' values, goals, and objectives
  • Assessing clients' current financial situation and developing a tailored plan
  • Engaging clients in the financial planning process and providing ongoing support
  • Preparing and conducting annual reviews to ensure clients' plans remain on track


We are seeking a highly motivated and experienced Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client service. Key responsibilities will include:

  • Managing client relationships and assisting senior advisors with complex client planning
  • Source and close prospective clients through proactive follow-up and lead generation
  • Manage client relationships and client service as needed, including meeting with clients to obtain additional planning information


Requirements for this role include:

  • 4-year degree in business, finance, economics, or a related field
  • Advanced designation 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
  • Excellent analytical, organizational, and communication skills
  • Ability to manage multiple projects and engage in ongoing professional development


We offer a comprehensive benefits package that includes training and professional development, medical and dental coverage, 401k with match and profit sharing, and more. If you are a motivated and experienced financial planning professional looking for a new challenge, we encourage you to apply.

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