VP, Financial Advisor

About the role

The Summit, NJ office of Wealth Enhancement is seeking a VP, Financial Advisor to join our team. This role offers a hybrid, flexible work arrangement and is responsible for managing existing client relationships, facilitating the financial planning process, sourcing and closing prospects, and mentoring and training team members.

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
• Adequately adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Requirements

• Requires a 4-year degree; business, finance, economics preferred
• Series 65 or 7/66 Advanced designation preferred (CFP)
• Insurance Licenses
• Substantial experience within the wealth management industry
• Possess excellent analytical, organizational, and communication skills (both oral & written)
• Ability 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. Series 65 or 7/66 Advanced designation preferred (CFP). Insurance Licenses. Substantial experience within the wealth management industry. Possess excellent analytical, organizational, and communication skills (both oral & written). Ability to manage multiple projects at once. Engagement in WEG, broader community and active participation in financial planning community.

Skills

• Technical areas of financial planning and client service
• Financial planning matters
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy

Benefits

Our comprehensive benefits offerings 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)

Pay

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do.

Schedule

This role has a hybrid, flexible work arrangement.