VP Financial Advisor

About the role

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 90,000 households from our over 175 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. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. The position is based in Cleveland, OH.

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
• Ensures ongoing client support and communication
• Source and close prospects
• Proactively follow up with clients who have not implemented financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• 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
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Requirements

• 4‑year degree; business, finance, or economics preferred
• Advanced designation required (CFP, CPA, MBA, etc.)
• Series 7 and 66 licenses (BD/