Financial Advisor

Join to apply for the Financial Advisor role at Wealth Enhancement
.

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients. We strive to perfect the 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 our 140 offices nationwide.

• 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 financial plan
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• 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 become proficient in advisor/client‑facing technology
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing

• 4‑year degree (business, finance, economics preferred)
• 5‑10 years of experience in the wealth management industry servicing clients
• Series 7, 66 (BD/RIA) and Series 65 (RIA Only) licenses
• CFP preferred
• High‑level planning‑oriented service skills
• Excellent analytical, organizational, and communication skills
• Ability to manage multiple projects at once
• Active engagement in WEG, community, and the financial planning community

• 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 (caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)

Mid‑Senior level

Full‑time

Finance and Sales

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

Open to all applicants; contact the Human Resources Department at 763‑417‑1700 for reasonable accommodations during the application or selection process.

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

OSHA Requirements:
This position requires the ability to stand or sit for long periods, 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.