What are the responsibilities and job description for the Wealth Management Advisor position at Wealth Enhancement?
About the Role
The ideal candidate will have a strong background in finance, economics, or business, with advanced designations such as CFP, CPA, MBA, etc. A minimum of 4 years of experience in the wealth management industry is required, with a proven track record of sourcing and converting prospects to clients and providing high-level planning-oriented service.
You will be responsible for managing client relationships, assisting senior advisors with client meetings, taking meeting notes, and promptly entering them into our CRM system. Additionally, you will present financial advice or plans to clients, analyze their current investments and insurance policies, and place trades and manage accounts.
