What are the responsibilities and job description for the Associate Financial Advisor position at Wealth Enhancement Group?
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 75,000 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.
Due to growth, we are seeking an Associate Financial Advisor to join our Malvern PA office. The Associate Financial Advisor is a valued member of the advisory team and will, on behalf of senior advisors, help clients achieve their financial goals. This role helps the team / company meet objectives for sales growth, client retention and customer service quality. This position provides excellent advancement opportunity for an early careers professional looking to develop a career path as a Financial Advisor.
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.
Primary Job Functions
Work with the financial advisory team to actively manage client relationships, service, and WEG's planning-based standard of identity
- 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 current investments and insurance policies
- Place trades and account management
Prepare annual reviews as required by the team
Create financial plans for clients as required by the team
Participate 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
LI-TO1
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 :
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.
