VP Financial Advisor
About the role
Join Wealth Enhancement Group as a VP Financial Advisor in Northern California. This role is a key member of the advisory team, helping clients achieve their financial goals while exceeding client expectations. The expected pay range is $164,000 to $250,000 annually.
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
- 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
- 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
Requirements
- Requires a 4-year degree; business, finance, economics preferred
- Advanced designation required (CFP, CPA, MBA, etc.)
- Series 7, 66 (BD/RIA)
- 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
Qualifications
- Education/Qualifications
Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
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
Skills
- Technical areas of financial planning and client service
- Financial planning matters
- Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy
Benefits
- Comprehensive Benefits Offering
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.
- Training and professional development
- 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)