Financial Advisor

Wealth Enhancement Group•Boston, MA

6d•$140,000 - $150,000•Onsite

About The Position

Wealth Enhancement is seeking a Financial Advisor for its Boston, Massachusetts office. Working as part of an advisory team, the Financial Advisor helps clients achieve their financial goals and provides service that exceeds client expectations. Team members work together to meet company objectives for service quality, client retention, and sales growth. The role involves managing client relationships and supporting senior advisors with complex clients, facilitating the financial planning process, sourcing and closing prospective clients, and providing client service and investment account support. The position also includes participation in company training and coaching, use of advisor- and client-facing technology, and compliance with the company’s corporate communication strategy. The expected annual pay range is $140,000 to $150,000, including base salary and potentially variable compensation. Actual compensation depends on qualifications, skills, credentials, education, professional experience, tenure, cost of living, and market demand.

Requirements

Four-year degree; business, finance, or economics preferred.
Advanced designation required, such as CFP, CPA, or MBA.
Series 7 and 66 (BD/RIA) licenses.
Insurance licenses.
At least 4 years of experience in the wealth management industry.
Ability to source and convert prospects to clients and provide high-level, planning-oriented service.
Excellent analytical, organizational, and oral and written communication skills.
Ability to manage multiple projects at once.
Engagement in Wealth Enhancement Group and the broader community, with active participation in the financial planning community.
Ability to stand or sit for long periods, file documents in high or low cabinets, and use the telephone and computer systems.

Nice To Haves

Business, finance, or economics degree preferred.

Responsibilities

Manage client relationships and assist senior advisors with complex clients according to the company’s planning-based standard.
Facilitate financial planning by discovering clients’ values, goals, and objectives; understanding their current financial situation; engaging them in the planning process; and preparing and conducting annual reviews covering planning and investment topics.
Source and close prospective clients, including following up with clients who have not implemented a financial plan, closing leads from company channels, creating opportunities through a network, and generating referrals from existing clients.
Manage client relationships and provide client service as needed.
Assist the Financial Advisor during client meetings and with follow-up.
Take meeting notes and promptly enter them into the CRM.
Present financial advice or plans to clients with the Financial Advisor.
Meet with clients to obtain additional planning information or clarify and confirm information provided.
Analyze clients’ current investments and insurance policies.
Place trades and manage accounts.
Participate in company trainings, educational events, and coaching programs, and become proficient in advisor- and client-facing technology.
Adhere to the company’s Corporate Communication Strategy and maintain good compliance standing.

Benefits

Training and professional development.
Medical, dental, and vision coverage for eligible full-time employees and their families.
Health Savings Account with employer contribution and Flexible Spending Accounts for medical, dependent, and transit expenses.
Employer-paid and voluntary life and AD&D insurance.
Employer-paid short-term and long-term disability and workers’ compensation.
401(k) with match and profit sharing.
Wellness programs and resources.
Voluntary benefits, including pet insurance.
18 days of paid time off accrued annually, increasing to 25 days after 4 years of service.
12 paid holidays each year, including 10 predetermined and 2 floating days.
Paid parental leave and paid caregiver leave; caregiver leave is available after 6 months of tenure.
Reimbursement for tuition, licensing, and other credentials after meeting service requirements.