Financial Advisor

About the role

Join Wealth Enhancement Group as a Financial Advisor in Jacksonville, FL. We're seeking a dynamic individual to join our team and help clients achieve their financial goals through personalized financial planning.

Responsibilities

• Manage existing client relationships to WEG's planning-based standard of identity
• Facilitate the financial planning process
• Discover a prospect or client's values, goals and objectives
• Understand their current financial situation
• Engage them in the financial planning process
• Prepare and conduct annual reviews, including both planning and investment topics
• Ensure ongoing client support and communication
• Source and close prospects
• Proactively follow up with clients who have not implemented financial plan
• Create opportunities within your network
• Drive referrals from existing clients
• Mentor and train individuals on the team in technical areas of financial planning and client service
• Educate on the Wealth Enhancement Group planning process
• Educate on the overall financial planning matters
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Requirements

• Requires a 4-year degree; business, finance, economics preferred
• 5 - 10 years' experience in the wealth management industry servicing clients
• Series 7, 66 (BD/RIA), Series 65 (RIA Only), CFP preferred
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Able to manage multiple projects at once
• Engagement in WEG, broader community and active participation in financial planning community

Qualifications

• Education/Qualifications

Requires a 4-year degree; business, finance, economics preferred

5 - 10 years' experience in the wealth management industry servicing clients

Series 7, 66 (BD/RIA), Series 65 (RIA Only), CFP preferred

Possess excellent analytical, organizational, and communication skills (both oral & written)

Able to manage multiple projects at once

Engagement in WEG, broader community and active participation in financial planning community

Skills

• High-level planning-oriented service
• Analytical, organizational, and communication skills (both oral & written)
• Multiple project management
• Financial planning education
• Adherence to Wealth Enhancement Group’s Corporate Communication Strategy

Benefits

• Comprehensive benefits offering
• Training and professional development
• Health and wellness
• Financial well-being
• Professional development
• Work/life harmony

Pay

The expected pay range for this Financial Advisor position is $79,000 to $127,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.

Schedule

Full-time position

Benefits

• Medical, dental and vision coverage (Available to full-time 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)