VP Financial Advisor

VP Financial Advisor –
Wealth Enhancement

This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team‑based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from more than 140 offices nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

• 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.
• Ensure ongoing client support and communication.
• Proactively follow up with clients who have not implemented the 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 overall financial planning matters.
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client‑facing technology.
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.

• Requires a 4‑year degree; business, finance, economics preferred.
• Advanced designation required (CFP, CPA, MBA, etc.).
• Series 7 and 66 (BD/RIA).
• Series 65 (RIA only).
• Insurance licenses.
• Substantial experience within the wealth management industry.
• Ability to source and convert prospects to clients and provide high‑level planning‑oriented service.
• Excellent analytical, organizational, and communication skills (both oral and written).
• Ability to manage multiple projects at once.
• Active engagement in WEG, broader community and the financial planning community.

The expected pay range is $164,000 to $250,000 annually. This range may include a base salary plus variable compensation. Actual compensation will depend on qualifications, skills, credentials, education, experience and productivity.

• 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.
• 401(k) 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 predetermined and 2 floating days).
• Paid parental leave and paid caregiver leave (available after 6 months of tenure).
• Reimbursement for tuition, licensing and other credentials (available after meeting service requirements).

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 shared only with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.

Click the following link to view Federal and E‑Verify posters:
Link.

OSHA Requirements:
The position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone and use computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.