Wealth Enhancement
Wealth Management
AssociateFinancialAdvisor
Neural analysis suggests this role is
optimal for Entry candidates.
“Associate Financial Advisor at Wealth Enhancement. Skills: Financial Planning, Client Relationship Management, Financial Advice, Client Reviews. Actively manage client relationships with excellent service. Assist the Financial Advisor during client meetings and with follow-up”
What You'll Achieve.
Help clients achieve their financial goals; Help the team meet objectives for sales growth and client retention
Industry & Context.
Excellent analytical skills
Ability to stand or sit for long periods of time, File documents in high or low cabinets, Use the telephone, Use the computer systems
What They're Looking For.
Must Have
2+ years of experience within the wealth management industry, Able to prepare client reviews and assist in meetings with senior advisors, Possesses excellent analytical, organizational, and communication skills (both oral & written), Able to manage multiple projects at once
Nice to Have
Advanced designation preferred (CFP)
What You'll Do.
Actively manage client relationships with excellent service
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into CRM
Present financial advice or plan to client with the Financial Advisor
Meet with client to obtain additional planning information or to clarify/confirm information provided
Analyze client’s investments
Place trades and oversee/manage tasks completed by the client service team
Prepare annual reviews as required by the team
Systematize the review process utilizing the CRM system
Gather data for client reviews and review client files for additional sales opportunities
Create reviews utilizing the Wealth Enhancement Group review system
Create financial plans for clients as required by the team
Analyze a client’s financial data in light of their financial goals
Meet or call clients to obtain any additional planning information or clarify/confirm information provided
Prepare client information to present to the Roundtable
Work effectively and professionally with the Financial Planning department
Participate in Wealth Enhancement Group trainings
How You'll Work.
Team & Collaboration
Work with the financial advisory team; Work effectively and professionally with the Financial Planning department
Communication Scope
Excellent communication skills (both oral & written)
Process & Methodology
Able to manage multiple projects at once
Full Job Description
**About Wealth Enhancement** 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 80,000 households from our over 140 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](http://www.wealthenhancement.com/). We have an exciting opportunity for an **Associate Financial Advisor**. As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white-glove service that exceeds our clients’ expectations. 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. We’re big on open conversations, so, let’s have one. The expected pay range for this **Associate Financial Advisor** position is $70,000 to $90,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the
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