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Wealth Enhancement · 3 weeks ago

Senior Client Advisor | Investment Strategies

United States

Full-time

Remote

Senior Level

$125K/yr - $135K/yr

6+ years exp

Wealth Enhancement is an independent wealth management firm focused on enriching the lives of clients through personalized financial planning. The Senior Client Advisor | Investment Strategies is responsible for managing strategy-only client relationships and delivering exceptional client experiences while driving business growth.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform

Provide clients with guidance and education

Take meeting notes and promptly enter into our CRM (Salesforce)

Ensure effective and complete communication to clients

Position WE full wealth management services to convert client to a comprehensive full wealth management client

Develop and maintain a high-level understanding of solutions, products and services

Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations

Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams

Prepare and conduct annual client reviews

Work closely with the IM team and portfolio consultants on investment strategies

Gather data for client reviews and review client files for additional sales opportunities

Systematize the review process utilizing the CRM system

Participate in Wealth Enhancement training, educational events, coaching programs, and proficient in advisor/client facing technology

Qualification

Investment management expertiseFINRA Series 65Financial markets knowledgeSalesforce familiarityCFPCFACIMAFinancial planning softwareWritten communication skillsVerbal communication skillsDetail orientedOrganizational skillsAdaptability

Required

Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field

Minimum of 6 years' experience in financial services industry, focus on investments

FINRA Series 65

Knowledge of financial markets, modern portfolio theory and asset allocation

Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients

Ability to create quality written presentations for client consumption

Detail oriented, highly organized and adaptable with the ability to work independently

Ability to organize and prioritize workflow and projects

Preferred

Familiarity with Salesforce and Workday

CFP, CFA or CIMA

Familiarity with financial planning software like eMoney, MGP

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time 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)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees