Wealth Enhancement Group
Vice President, Financial Advisor
Wealth Enhancement Group, Milwaukee, Wisconsin, United States, 53244
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.
We are seeking an experienced
Vice President, Financial Advisor
in Milwaukee, WI. This role will work as part of an advisory team, focused on helping clients achieve their financial goals, and provide client service that exceeds our client's expectations. Our team members work together to meet company objectives for sales growth, client retention and customer service quality.
Primary Job Functions
Manage client relationships to WEG's planning-based standard of identity.Facilitate the financial planning processPrepare and conduct annual reviews, including both panning and investment topicsEnsure ongoing client support and communicationSource, nurture, and close prospective clients.
Proactively work with clients to broaden our services to themClose leads provided by various WEG marketing channelsCreate 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 overall financial planning mattersParticipate in Wealth Enhancement Group trainings, educational events, coaching programs.
Adhere to the Wealth Enhancement Group Corporate Communication Strategy and maintain good compliance standing.
Education | Qualifications
4-year degree; business, finance, economics preferred5+ years' prior experience as a Financial AdvisorAdvanced designation required (CFP, CPA, MBA, etc.)Series 65 (RIA Only)Insurance licensesAbility to source and convert prospects to clients and provide high-level planning-oriented service to a fast growing book of businessPossess 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 community#LI-KJ1
IND123
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.
We are seeking an experienced
Vice President, Financial Advisor
in Milwaukee, WI. This role will work as part of an advisory team, focused on helping clients achieve their financial goals, and provide client service that exceeds our client's expectations. Our team members work together to meet company objectives for sales growth, client retention and customer service quality.
Primary Job Functions
Manage client relationships to WEG's planning-based standard of identity.Facilitate the financial planning processPrepare and conduct annual reviews, including both panning and investment topicsEnsure ongoing client support and communicationSource, nurture, and close prospective clients.
Proactively work with clients to broaden our services to themClose leads provided by various WEG marketing channelsCreate 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 overall financial planning mattersParticipate in Wealth Enhancement Group trainings, educational events, coaching programs.
Adhere to the Wealth Enhancement Group Corporate Communication Strategy and maintain good compliance standing.
Education | Qualifications
4-year degree; business, finance, economics preferred5+ years' prior experience as a Financial AdvisorAdvanced designation required (CFP, CPA, MBA, etc.)Series 65 (RIA Only)Insurance licensesAbility to source and convert prospects to clients and provide high-level planning-oriented service to a fast growing book of businessPossess 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 community#LI-KJ1
IND123
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.