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Wealth Enhancement · 1 day ago

Financial Advisor

Hyannis, MA

Full-time

Onsite

Mid, Senior Level

$100K/yr - $150K/yr

4+ years exp

Wealth Enhancement is seeking a Financial Advisor for their Hyannis office in Massachusetts to work as part of an advisory team that helps clients achieve their financial goals. The role involves managing client relationships, facilitating the financial planning process, and assisting senior advisors with complex clients while ensuring high-quality client service.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Emma Abi-Haidar

Responsibilities

Manage client relationships and assist senior advisors with management of complex clients to the WEG 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

Source and close prospective clients

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

Assist the Financial Advisor during client meetings and with follow-up

Take meeting notes and promptly enter into the CRM

Present financial advice or plan to client with the Financial Advisor

Meet with client to obtain additional planning information, or to clarify/confirm information provided

Analyze client’s current investments and insurance policies

Placing trades and account management

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

CFPCPASeries 7Series 66Wealth management experienceFinancial planningAnalytical skillsOrganizational skillsCommunication skillsProject management

Required

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

Advanced designation required (CFP, CPA, MBA, etc.)

Series 7, 66 (BD/RIA)

Series 65 (RIA Only)

Insurance Licenses

4+ years of experience within the wealth management industry

Ability to source and convert prospects to clients and 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

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

http://wealthenhancement.com/

Funding

Current Stage

Late Stage

Total Funding

$2.51M

Key Investors

Onex

2022-02-24Undisclosed· $0.74M

2022-01-12Undisclosed· $0.2M

2021-08-24Private Equity

Leadership Team

Kelly Windorski

Chief Financial Officer

Brett Fingerhut

Sr. Vice President / Financial Advisor

Recent News

Twin Cities

Your Money: Helping children build healthy money habits

2026-01-18

Investment News

Goldman enters RIA referral market with two mega-RIAs and ties to Hightower CEO

2026-01-06

PR Newswire

Wealth Enhancement to Join Forces with Ascent Private Wealth, a Hybrid RIA with Over $240 Million in Client Assets

2025-12-29

Company data provided by crunchbase