Vice President, Financial Advisor

5 days ago

San Francisco, CA, United States Wealth Enhancement Group Full time
About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking a Vice President, Financial Advisor to join a dynamic team focused on servicing clients who come through the custodial referral channels. This role will help close/service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. This is a hybrid position based out of one of our locations in the San Francisco Bay area, with client/prospect meetings presenting a varied schedule.

Primary Job Functions

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
  • Facilitate the financial planning process
  • Understand their current financial situation
  • Engage them in the financial planning process
  • Prepare and conduct annual reviews, including both planning and investment topics
Assist the RVP to help close prospective clients
  • Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)
  • Create opportunities within your network
  • Drive referrals from existing clients
Manage client relationships and client service as needed
  • Take meeting notes and promptly enter into the CRM
  • Present financial advice or plan to client
  • Analyze client's current investments and insurance policies
  • Placing trades and account management
  • 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
Education/Qualifications
  • Bachelor's Degree (or equivalent experience) in business; finance, economics or related
  • Minimum 2 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66
  • Minimum 5 years' experience as a registered representative as either a full service broker-dealer, a security portfolio manager or a CFP, CFA or CPA
  • Series 65 or 7/ 66 required
  • Advanced designation (CFA, CFP or CPA) preferred
  • Experience with complex financial planning (including tax, trust and estate)
  • Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
  • Proficient with Microsoft Office Suite or related software.
  • Familiarity with Salesforce and Support Org functionality
  • Able to travel locally to meet clients and attend meetings at various locations
IND123

#LI-TO1

#LI-HYBRID

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)


Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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