Wealth Enhancement
Wealth Management
FinancialAdvisor
“Financial Advisor at Wealth Enhancement. Skills: Financial Planning, Client Relationship Management, Investment Management. Manage client relationships. Assist senior advisors with management of complex clients”
What You'll Achieve.
Help clients achieve their financial goals; Provide client service that exceeds the client’s expectations; Meet company objectives for customer service quality; Meet company objectives for client retention; Meet company objectives for sales growth
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
4+ years of experience within the wealth management industry, Ability to source and convert prospects to clients and provide high-level planning-oriented service, Possess excellent analytical, organizational, and communication skills (both oral & written), Ability to manage multiple projects at once, Engagement in WEG, broader community and active participation in financial planning community, Series 7, 66 (BD/RIA), Insurance Licenses
Nice to Have
Advanced designation (CFP, CPA, MBA, etc.)
What You'll Do.
Manage client relationships
Assist senior advisors with management of complex clients
Facilitate the financial planning process
Discover a prospect or client’s values
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews
including both planning and investment topics
Source and close prospective clients
Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels
Create opportunities within your network
Drive referrals from existing clients
Manage client relationships and client service as needed
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into the 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 current investments and insurance policies
Placing trades and account management
Participate in Wealth Enhancement Group trainings
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy
Maintain good compliance standing
How You'll Work.
Team & Collaboration
Working as part of an advisory team; Team members work together to meet company objectives
Communication Scope
Excellent communication skills (both oral & written); Corporate Communication Strategy
Process & Methodology
Ability to manage multiple projects at once
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