Prospect Acquisition Associate; On-site

About Wealth Enhancement

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 our over 140 offices - and growing - 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. For more information, please visit

Are you interested in building a career in financial advising? If you're looking to launch an exciting career in Wealth Management and ultimately grow into a Financial Planner or Financial Advisor role, this position is an excellent place to start.

We have an exciting opportunity for a Prospect Acquisition Associate
, responsible for engaging prospective clients, qualifying their financial needs, and scheduling them for meaningful conversations with our Wealth Enhancement Group advisors. You will be the first voice of the organization and play a critical part in shaping the beginning of the client journey. This is a production-driven, client-facing role ideal for someone who is coachable, goal-oriented, and eager to grow their career within financial services.

(This role is an on-site opportunity, and we are looking for applicants in the San Diego, CA or St. Louis, MO area)

This role offers a unique entry point into the wealth management industry, giving you direct exposure to the sales process, advisor teams, and prospective clients—while developing the communication, sales, and planning skills needed to accelerate your development and future career track.

In the spirit of pay transparency, the base salary range for this position is $55,000.00 exclusive of benefits and incentive pay. The On-Target
- Earnings (OTE) for this role is $75,000.00 with the potential for higher based on performance
. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

• Conduct a minimum of 100 calls per day, utilizing automated voicemails when necessary
• Make confirmation/qualification calls to corporate employees and retirees for online and in-person seminars
• Proactively schedule prospects for future seminars and/or schedule a meeting with an advisor
• Receive inbound calls and schedule meetings efficiently
• Provide outstanding service and understanding of prospective client needs
• Ability to take calls during some weekend mornings, when marketing campaigns require

• Make outbound calls to prospective clients who have shown interest via marketing campaigns, online inquiries, or lead capture sources
• Qualify each prospective client through open-ended questions to determine suitability for a discovery meeting with a WEG financial advisor
• Schedule and confirm discovery meetings directly with advisors based on availability and client needs
• Document all outreach and qualification notes accurately in CRM (Salesforce)
• Collaborate with advisor teams to ensure alignment on prospect readiness and meeting objectives

• Successfully learn and implement the “WEG” sales style; using open-ended questions to better understand prospect needs and enhance engagement
• Participate in initial and ongoing training exercises to improve sales professionalism and objection handling
• Continuous learner and communicator of company differentiators (PMV, planning process, products, and services)
• Partner with greater Marketing org to understand and leverage WEG’s brand and content
• Clearly articulate current marketing campaigns, WEG’s value proposition, and service offerings (planning, investments, insurance, tax, etc.)

• Follow all team processes and actively communicate any confusion or issues
• Log all activity accurately in the CRM…