Growth & Practice Consultant

Wealth Enhancement Group-posted 7 days ago
Part-time • Mid Level
Phoenix, AZ
501-1,000 employees
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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 UniFi 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 www.wealthenhancement.com . We have an excellent opportunity for a Growth & Practice Consultant. In this role, you will be a key member of our sales team, responsible for coaching and consulting with financial advisors to drive organic growth through the implementation of best practices. You will be responsible for working with a designated group of advisor teams within WEG to align team-level net flow goals with firm-wide net flow goals and then develop and execute team-specific plans to achieve said goals. Through the use of data and live observation/shadowing you will coach advisors within target teams on sales process, tactics and best practices to achieve stated net flows target.

  • Team Level Consulting on Annual Growth Targets & Plan On an annual basis, sit down with target teams to determine team-level organic growth target for the year & align these with firm-level organic growth targets.
  • Working with team leads and any other key stakeholders within each team, lay out a strategic plan to achieve growth targets annually.
  • Work with team lead regularly to ensure progress is being made towards achieving their Growth Plan.
  • Individual Advisor Coaching Work with individual advisors on their areas of weakness to strengthen.
  • Coach advisors to utilize WEG-defined sales process and best practices.
  • Shadow & provide immediate feedback on live client/prospect meetings.
  • Prep with advisors prior to meetings so advisor goes in with a set game plan, has anticipated objections and knows how to tackle said objections prior to sales meetings with prospects.
  • Coach advisors on how to generate more and better referrals from existing client base.
  • Expert in WEG Central Solutions/Services Develop deep knowledge of WEG central solutions provided by the planning, product and investment teams.
  • Help educate advisors on how to utilize a variety of solutions to drive growth through both expanding wallet share with existing clients and attracting new clients.
  • Data Driven Insights Utilize advisor level and team level data to provide coaching and consulting services to teams.
  • Work with data resources on team to support qualitative insights made by the consultant with quantitative information to strengthen coaching and suggestions.
  • Travel up to 50%
  • Market Analysis & Awareness Stay abreast of industry trends around organic growth.
  • Work to identify emerging trends, untapped opportunities and competitive threats within the market and utilize these to drive behavior change for our advisor community.
  • Bachelor's Degree in business; finance, economics or related
  • Minimum 10 years in Financial Services
  • Minimum 5 years in a Sales Leadership or Sales Consulting Role
  • Proven ability to leverage data analytics and insights to enhance process & drive results
  • Strong leadership & team building skills with the ability to inspire and motivate a diverse group
  • Superior verbal and written communication skills.
  • Proficient with Microsoft Office Suite or related software.
  • Familiarity with Salesforce and Support Org functionality
  • Previous experience as a financial advisor strongly preferred
  • FINRA Series 7 & 66 & 24 preferred
  • CFP® or other planning designation preferred
  • Training and professional development
  • 401k with match and profit sharing
  • Pet insurance
  • Wellness programs and resources, worker’s compensation
  • 18 days of paid time off (PTO), accrued annually – pro-rated for part-time employees
  • 12 paid holidays each year (10 pre-determined and 2 floating days) – pro-rated for part-time employees
  • Paid parental leave and paid caregiver leave – pro-rated for part-time employees (Caregiver leave available after 6 months of tenure )
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
  • Medical, dental and vision coverage (Available to 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 – employer paid
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