VP, Financial Advisor

Overview

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We provide personalized financial planning with our Roundtable and Uni Fi processes, serving over 80,000 households from 140+ offices nationwide. Since 1997, we have raised the standard of wealth management with specialized knowledge and attentive service.

Our Summit, NJ office is looking for a VP Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role has a hybrid flexible work arrangement.

Our compensation target is informed by national data; final offers consider tenure, performance, and geography. We encourage applicants to share compensation expectations.

Information provided on this application will be kept confidential and shared only with individuals involved in the selection process. We are an Equal Opportunity Employer including disabled and veterans and participate in E-Verify.

• Manage existing client relationships to WEG’s planning-based standard of identity
• Facilitate the financial planning process
• Discover a prospect's 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
• Source and close prospects
• Proactively follow up with clients who have not implemented financial plans
• Close leads provided by various WEG channels (Marketing, CRP, etc.)
• Create opportunities within your network
• Drive referrals from existing clients
• Mentor and train team members in technical areas of financial planning and client service
• Educate on the Wealth Enhancement Group planning process and overall financial planning matters
• Participate in WEG trainings, events, and coaching programs; proficient in advisor/client facing technology
• Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing

• Requires a 4-year degree; business, finance, economics preferred
• Series 65 or 7/66
• Advanced designation preferred (CFP)
• 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 (oral & written)
• Ability to manage multiple projects simultaneously
• Engagement in the WEG community and active participation in financial planning

• Training and professional development
• Medical, dental, and vision coverage (employee and family)
• 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) annually; 25 PTO days after 4 years
• 12 paid holidays per year (10 predetermined and 2 floating)
• Paid parental leave and caregiver leave (caregiver leave after 6 months)
• Tuition, licensing, and credential reimbursement (after service requirements)

Accommodation should you need reasonable accommodation when completing the application or during the selection process, contact the Human Resources Department.

Equal opportunity information is available and E-Verify participation is noted above.

Required Experience: Exec

Employment Type: Full-Time

Location: Summit, NJ (Summit, Washington, USA)