What are the responsibilities and job description for the 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.
Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a growing and collaborative team. The Financial Advisor will partner with senior advisors and the team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. This role will also help close / service new clients from our custodial referral program (CRP). This is a hybrid opportunity based out of one of our Twin Cities offices.
Primary Job Functions
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
Collaborate and contribute as part of an advisory team
Assist the RVP to help close prospective clients
Manage client relationships and client service as needed
Education / Qualifications
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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.