What are the responsibilities and job description for the Investment Planning Specialist position at Wealth Enhancement?
Requirements
To be successful in this role, you will need:
- A 4-year degree in business, finance, economics, or a related field
- Advanced designation such as CFP, CPA, MBA, etc.
- Series 7, 66 (BD/RIA) and Series 65 (RIA Only)
- Insurance Licenses
- At least 4 years of experience in the wealth management industry
- Excellent analytical, organizational, and communication skills
- Ability to manage multiple projects at once
You should also be able to adhere to the Wealth Enhancement Group's Corporate Communication Strategy and maintain good compliance standing.
