What are the responsibilities and job description for the Financial Planner (Hybrid Work Option) 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.

About Wealth Enhancement

Our Greenville, SC team has an excellent opportunity for a Financial Planner. This role will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner may serve as a resource to their colleagues and Advisors to help support technical planning questions. (This is a hybrid work opportunity.)

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000 - $90,000, exclusive of bonuses and benefits. This role is also eligible for a bonus. 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

Organize the client's financial documentation

Organize clients financial documentation into planning folder
Maintain the integrity of the clients' original documents

Create and deliver customized financial plans

Develop Profile and Strategy plans

Provide summary of client's personal info, financial position, asset allocation and analyze investments

Coordinate requests to Investment and / or Insurance Department

Gather additional documents from clients as needed

Discuss findings and coordinate recommendations with Financial Advisor

Review clients' employer benefit plans, income tax returns, SS benefits, pension benefits, insurances, beneficiary information & estate plan

Review and summarize wills, power of attorney and other legal documents

Create reports / analyses from Morningstar, BRT (Kettley), etc.

Incorporate analyses and recommendations into plan

Gather final illustration for insurance products

Verify suitability and quality of plans before client meeting

Submit Roundtable cases

Finalize plan for delivery

Records notes in CRM and planning file regarding client communication, and planning actions

Create Client reviews

Schedule reviews

Prepare reviews and maintain accurate account, beneficiary information & RMD tracking

Provide recommendations on investment objective

Submit reviews to FA or AFA for a final review

Post review-tasks; update account information, follow-up on paperwork, and record notes in CRM

Provide Financial Advisor with technical planning and client support

Provides the Financial Advisor with technical planning and research support

Participate in client meetings as requested

Industry | Product | Company Knowledge

Participate in Roundtables

Respond to questions

Contribute to problem solving

Provide training to new Financial Planners

Continued learning

Education / Skill Requirements

Bachelor's degree in finance, financial planning, accounting preferred.

3 years' experience in all areas of comprehensive financial planning

CFP or CPA desirable or interest in obtaining in near future.

Securities licenses for series 7 & 66 (or 7, 63 & 65)

Insurance license in Life, Health & Variable

Understanding of the investment platform

Proficiency using financial planning software

Solid communication skills (verbal & written)

Proofreading

Ability to organize and prioritize multiple projects

Analytical skills

Able to work well with all levels of employees

High ethical standards

Proficiency with MS Office

WEG hires employees and makes decisions about their salary qualifications based on factors such as : the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Sr Specialist level is $81,000 to $125,300.

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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 :

Training and professional development

Medical, dental and vision coverage (Available to employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance - employer paid and voluntary options

Short-term and long-term disability, workers compensation - employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

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.

Salary : $81,000 - $125,300

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Financial Planner (Hybrid Work Option)

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