Financial Enhancement Group, LLC · 1 week ago
Financial Advisor
Lafayette, Indiana Metropolitan Area
Full-time
Onsite
Mid LevelFinancial Enhancement Group, LLC is seeking a Financial Advisor to assist individuals and families in making informed financial decisions. The role involves meeting with clients, creating personalized financial plans, and providing ongoing guidance on investments and other key financial decisions.
Asset ManagementFinancial ServicesRetirement
Responsibilities
Meet with clients to learn what matters most to them and what they are trying to achieve
Create a personalized plan that covers the full picture, then explain it in a clear, easy to understand way
Help clients put the plan into action and stay on track over time
Provide ongoing guidance on investments, saving, retirement, and other key financial decisions
Keep in touch with clients regularly, schedule reviews, and respond promptly when needs arise
Work closely with our support team to ensure a smooth, high quality client experience
Maintain accurate notes and follow required standards for client records and privacy
Qualification
Required
Experience working with clients in a financial planning or advisory role
Strong communication skills, especially the ability to simplify complex ideas
A relationship first mindset with high integrity and good judgment
Organized, dependable follow through and attention to detail
Comfort discussing investments and guiding clients through decisions
A collaborative, team oriented approach
Preferred
Relevant licenses or professional designations
Experience building and managing client relationships
Company
Financial Enhancement Group, LLC
Financial Enhancement Group is not just another money manager.
Founded in 1997
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Taylor Jenkinson
Partner & Chief Operating Officer
Adam Harter
Chief Investment Strategist, Partner
Company data provided by crunchbase