Associate Financial Advisor (Hybrid)
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About The Position
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 UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 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. Our San Francisco, CA office has an excellent opportunity for an Associate Financial Advisor. Working as part of an advisory team, and on behalf of senior advisors, help clients achieve their financial goals. Provide client service that exceeds client's expectations. Helps the team/Company meet objectives for sales growth, client retention and customer service quality. This person will develop the skills to perform all basic functions within the sales team and has the ability to step-in to perform these duties when the workload for the team requires it. Supports and helps create a team-based environment that builds trust in clients, generates referrals and supports the growth of our business.
