About Wealth Enhancement Group

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.

Our purpose and mission is to work together to improve our clients’ lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.

Our Orlando, FL office is looking for a Financial Advisor who will work as part of an advisory team, help clients achieve their financial goals, and provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for sales growth, client retention and customer service quality.

Job Functions

Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity.

  • Prepare and conduct annual reviews, including both planning and investment topics. Support the WEG planning-based standards.
      • Discover a prospect or client’s values, goals, and objectives.
      • Understand their current financial situation.
      • Engage them in the financial planning process.
  • Present financial advice or plan to client.
  • Meet with client to obtain additional planning information, or to clarify/confirm information provided.
  • Take meeting notes and promptly enter in the CRM.
  • Address client needs as follow-up to meetings.
  • Analyze client’s current investments, financial planning, estate planning and insurance needs and coordinate with appropriate resources.
  • Review and manage portfolios based on client needs.

Source, nurture, and close prospective clients.

  • Proactively work with clients to broaden our services to them.
  • Close leads provided by various WEG marketing channels.
  • Create opportunities within your network.
  • Drive referrals from existing clients.

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.

Education/Qualifications

  • Bachelor's degree; business, finance, economics preferred
  • CFP desired or other advanced designation (MBA, CPA, CFA, JD, etc.)
  • Series 65 (RIA Only)
  • 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
  • Team player and adapts well to change

 

IND123

 

Should you need reasonable accommodation when completing the application form or during the selection
process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans.

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