Wealth Enhancement Group
Financial Advisor
Wealth Enhancement Group, Brookfield, Wisconsin, United States, 53045
About Wealth Enhancement Group
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 61,000 households from our over 100 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. For more information, please visit www.wealthenhancement.com.
About Wealth Enhancement Group
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 61,000 households from our over 100 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. For more information, please visit www.wealthenhancement.com
Our Brookfield, WI office as an exciting opportunity for a
Financial Advisor.
This role works as part of an advisory team to help clients achieve their financial goals and 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
Working with other senior advisors and the team to provide exceptional financial plans, financial advice, and reviews to assist clients in achieving their financial goals. Collaborate with the advisory and sales team members so that advice and services are provided in a manner that meets all the expectations communicated to the client. Possesses the skills to perform all functions within the sales team and has the ability to step in to perform these duties when the team workload requires it. Create a team-based environment that builds trust for clients, generates referrals, and supports the growth of our business.
Manage existing client relationships to WEG's 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 topicsEnsures on going client support and communicationSource and close prospects
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 clientsMentor and train individuals on the team in technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning processEducate on the overall financial planning mattersParticipate 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 or willingness to obtain required (CFP, CPA, MBA, etc.)Series 65 (RIA Only)Insurance LicensesSubstantial 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 communityIND123
#LI-KJ1
Comprehensive 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 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 61,000 households from our over 100 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. For more information, please visit www.wealthenhancement.com.
About Wealth Enhancement Group
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 61,000 households from our over 100 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. For more information, please visit www.wealthenhancement.com
Our Brookfield, WI office as an exciting opportunity for a
Financial Advisor.
This role works as part of an advisory team to help clients achieve their financial goals and 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
Working with other senior advisors and the team to provide exceptional financial plans, financial advice, and reviews to assist clients in achieving their financial goals. Collaborate with the advisory and sales team members so that advice and services are provided in a manner that meets all the expectations communicated to the client. Possesses the skills to perform all functions within the sales team and has the ability to step in to perform these duties when the team workload requires it. Create a team-based environment that builds trust for clients, generates referrals, and supports the growth of our business.
Manage existing client relationships to WEG's 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 topicsEnsures on going client support and communicationSource and close prospects
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 clientsMentor and train individuals on the team in technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning processEducate on the overall financial planning mattersParticipate 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 or willingness to obtain required (CFP, CPA, MBA, etc.)Series 65 (RIA Only)Insurance LicensesSubstantial 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 communityIND123
#LI-KJ1
Comprehensive 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.