Wealth Enhancement · 1 day ago
Associate Financial Advisor
Hyannis, MA
Full-time
Onsite
Entry Level
$75K/yr - $125K/yr
2+ years expWealth Enhancement is a financial advisory firm seeking an Associate Financial Advisor to join their Hyannis office in Massachusetts. This role involves working closely with senior advisors to help clients achieve their financial goals, manage client relationships, and provide exceptional service.
Financial ServicesRisk ManagementWealth Management
Hiring Manager
Emma Abi-Haidar
Responsibilities
Work with the financial advisory team to actively manage client relationships, service, and WEG’s planning-based standard of identity
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into 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
Place trades and account management
Prepare annual reviews as required by the team
Systematize the review process utilizing the CRM system
Gather data for client reviews and review client files for additional sales opportunities
Create reviews utilizing the Wealth Enhancement Group review system
Monitor percentage of client’s that were reviewed in the last calendar year
Create financial plans for clients as required by the team
Analyze a client’s financial data in light of their financial goals
Meet or call clients to obtain any additional planning information or clarify/confirm information provided
Prepare client information to present to the Roundtable, if required
Work effectively and professionally with the Financial Planning department, if required
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
Required
Requires a 4-year degree; business, finance, economics preferred
Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
2+ years of experience within the wealth management industry
Ability to prepare client reviews and assist in meetings with senior advisors
Must possess excellent analytical, organizational, and communication skills (both oral & written)
Must be able to manage multiple projects at once
Engagement in the community
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems
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.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey 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
2026-01-18
2026-01-06
Company data provided by crunchbase