VP Financial Advisor

About the role

Join Wealth Enhancement Group as a VP Financial Advisor in Milwaukee, WI. This role is a key member of the advisory team, helping ultra-high net worth (UHNW) clients achieve their financial goals while exceeding client expectations. The expected pay range is $164,000 to $250,000 annually, with actual compensation depending on qualifications, experience, and performance.

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 plans
• 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
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain compliance standing

Requirements

• Requires a 4-year degree; business, finance, economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• Insurance Licenses
• Substantial experience within the wealth management industry
• 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
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 65 (RIA Only)
• Insurance Licenses
• Substantial experience within the wealth management industry
• 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

• Financial Planning
• Client Service
• Prospecting
• Training
• Communication
• Technology Proficiency

Benefits

• Comprehensive benefits package including health and wellness, financial well-being, professional development, and work/life harmony
• Training and professional development
• Medical, dental, and vision coverage
• 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)