Wealth Enhancement
Wealth Management
VicePresident,FinancialAdvisor(PartnerPrograms)
“Vice President, Financial Advisor (Partner Programs) at Wealth Enhancement. Skills: Financial Planning, Client Relationship Management, Investment Management, Complex Financial Planning. Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity. Facilitate the financial planning process”
What You'll Achieve.
Provide a strong, high-touch client experience; Convert prospects to clients; Provide high-level planning-oriented service to a fast-growing book of business; Productivity and sales numbers
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, Able to travel locally to meet clients and attend meetings at various locations
What They're Looking For.
Must Have
Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation, Experience with complex financial planning (including tax, alternative investments, trust and estate), Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business, Possess excellent analytical, organizational, and communication skills (both oral & written), Ability to manage multiple projects at once, Proficient with Microsoft Office Suite or related software, Familiarity with Salesforce and Support Org functionality, Able to travel locally to meet clients and attend meetings at various locations
Nice to Have
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
What You'll Do.
Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
Facilitate the financial planning process
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews
including both planning and investment topics
Assist the RVP to help close prospective clients
Assist the RVP to help close leads provided by various WEG channels (Marketing
Create opportunities within your network
Drive referrals from existing clients
Manage client relationships and client service as needed
Take meeting notes and promptly enter into the CRM
Present financial advice or plan to client
Analyze client’s current investments and insurance policies
Placing trades and account management
Participate in Wealth Enhancement Group trainings
and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing
How You'll Work.
Team & Collaboration
Partner with new clients; Assist the RVP to help close prospective clients; Assist the RVP to help close leads provided by various WEG channels
Communication Scope
Excellent communication skills (both oral & written)
Process & Methodology
Ability to manage multiple projects at once
Applying for this Vice President, Financial Advisor (Partner Programs) role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Wealth Enhancement?
Real rants from real employees. Read before you apply.