Financial Advisor

Wealth Enhancement Group•Cleveland, OH

5d•$79,000 - $127,000

About The Position

Wealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Cleveland, Ohio. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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. The expected pay range for this Financial Advisor position is $79,000 to $127,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.

Requirements

Requires a 4-year degree; business, finance, economics preferred
5 - 10 years' experience in the wealth management industry servicing clients
Series 7/66 or Series 65 required
Ability to provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engagement in WEG, broader community and active participation in financial planning community

Nice To Haves

Advanced designation (CFP) strongly preferred

Responsibilities

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
Ensures ongoing client support and communication
Source and close prospects
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
Mentor and train individuals on the team in technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning process
Educate on the overall financial planning matters
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Benefits

A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.
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
401k 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 pre-determined 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)