Wealth Enhancement Group
Financial Advisor
Wealth Enhancement Group, Houston, Texas, United States, 77246
About Wealth Enhancement Group
Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our West Houston, TX office is looking for a
Financial Advisor
working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identityFacilitate the financial planning processDiscover a prospect or client's values, goals and objectivesUnderstand their current financial situationEngage them in the financial planning processPrepare and conduct annual reviews, including both planning and investment topicsSource and close prospective clients
Proactively follow up with clients who have not implemented financial planClose leads provided by various WEG channels (Marketing, CRP, etc.)Create opportunities within your networkDrive referrals from existing clientsManage client relationships and client service as needed
Assist the Financial Advisor during client meetings and with follow-upTake meeting notes and promptly enter into the CRMPresent financial advice or plan to client with the Financial AdvisorMeet with client to obtain additional planning information, or to clarify/confirm information providedAnalyze client's current investments and insurance policiesPlacing trades and account managementParticipate 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
Education/Qualifications
Requires a 4-year degree; business, finance, economics preferredAdvanced designation required (CFP, CPA, MBA, etc.)Series 7, 66 (BD/RIA)Series 65 (RIA Only)Insurance Licenses4+ years of experience within the wealth management industryAbility to source and convert prospects to clients and provide high-level planning-oriented servicePossess excellent analytical, organizational, and communication skills (both oral & written)Ability to manage multiple projects at onceEngagement in WEG, broader community and active participation in financial planning communityComprehensive Benefits Offerings
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. You may participate in the following benefits & development opportunities:
Training and professional developmentMedical and dental coverage401k - with match and profit sharingHealth care spending and savings accountsDependent care spending accountVision coverageWellness programs and resourcesLife insurance - employer paidShort-term and long-term disability - employer paidPaid Time Off10 paid holidays each yearPaid parental leaveTuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection
process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our West Houston, TX office is looking for a
Financial Advisor
working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identityFacilitate the financial planning processDiscover a prospect or client's values, goals and objectivesUnderstand their current financial situationEngage them in the financial planning processPrepare and conduct annual reviews, including both planning and investment topicsSource and close prospective clients
Proactively follow up with clients who have not implemented financial planClose leads provided by various WEG channels (Marketing, CRP, etc.)Create opportunities within your networkDrive referrals from existing clientsManage client relationships and client service as needed
Assist the Financial Advisor during client meetings and with follow-upTake meeting notes and promptly enter into the CRMPresent financial advice or plan to client with the Financial AdvisorMeet with client to obtain additional planning information, or to clarify/confirm information providedAnalyze client's current investments and insurance policiesPlacing trades and account managementParticipate 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
Education/Qualifications
Requires a 4-year degree; business, finance, economics preferredAdvanced designation required (CFP, CPA, MBA, etc.)Series 7, 66 (BD/RIA)Series 65 (RIA Only)Insurance Licenses4+ years of experience within the wealth management industryAbility to source and convert prospects to clients and provide high-level planning-oriented servicePossess excellent analytical, organizational, and communication skills (both oral & written)Ability to manage multiple projects at onceEngagement in WEG, broader community and active participation in financial planning communityComprehensive Benefits Offerings
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. You may participate in the following benefits & development opportunities:
Training and professional developmentMedical and dental coverage401k - with match and profit sharingHealth care spending and savings accountsDependent care spending accountVision coverageWellness programs and resourcesLife insurance - employer paidShort-term and long-term disability - employer paidPaid Time Off10 paid holidays each yearPaid parental leaveTuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection
process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters:
Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.