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Wealth Enhancement · 2 days ago

Financial Advisor

Jacksonville, FL

Full-time

Onsite

Senior Level

5+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. The Financial Advisor will collaborate with the lead advisor to provide exceptional financial plans and advice, manage client relationships, and mentor team members in financial planning processes.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Manage existing client relationships to WEG’s planning-based standard of identity

Facilitate the financial planning process

Discover a prospect or client’s values, goals and objectives

Understand their current financial situation

Engage them in the financial planning process

Prepare and conduct annual reviews, including both planning and investment topics

Ensures on going client support and communication

Source and close prospects

Proactively follow up with clients who have not implemented financial plan

Close leads provided by various WEG channels (Marketing, CRP, etc.)

Create opportunities within your network

Drive referrals from existing clients

Mentor and train individuals on the team in technical areas of financial planning and client service

Educate on the Wealth Enhancement Group planning process

Educate on the overall financial planning matters

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

Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Qualification

Series 7Series 66Series 65CFPFinancial planningWealth managementAnalytical skillsOrganizational skillsCommunication skillsProject management

Required

Requires a 4-year degree; business, finance, economics preferred

5 - 10 years' experience in the wealth management industry servicing clients

Series 7, 66 (BD/RIA)

Series 65 (RIA Only)

Ability to provide high-level planning-oriented service

Possess excellent analytical, organizational, and communication skills (both oral & written)

Ability to manage multiple projects at once

Engagement in WEG, broader community and active participation in financial planning community

Preferred

CFP preferred

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