Sr Financial Planner
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 90,000 households from our over 175 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 Sr. Financial Planner! This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members. This is a fully remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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.
Requirements
- Bachelor's Degree in business; finance, economics or related
- 7+ years in Financial Services
- Demonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferred
- Superior verbal and written communication skills
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality
- Proficiently uses financial planning technology
- CFP Required
Nice To Haves
- CPA, EA, JD, MBA, or other advanced designations are preferred
Responsibilities
- Support the Financial Advisor with the creation of customized financial plans
- Organize client’s financial documentation and information as necessary
- Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
- Review and summarize insurance details
- Review and summarize estate plan details
- Review and summarize tax returns details
- Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools
- Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan
- Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.
- Complete Financial Plan for delivery to client
- Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary
- Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
- Provide technical planning expertise and support
- Participate in the research and response of general technical planning inquiries from Advisors and other team members
- Provide subject matter expertise (SME) & support
- Proactively share expertise and knowledge via various forums
- Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals
- Identify resource requirements and details
- Research and identify necessary data and incorporate as necessary
- Format in clean, professional manner for review and approval by applicable parties
- Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.
- Participate in the planning and implementation of corporate/team initiatives
- Attend and participate in Micro-Monday sessions and other company meetings
- Provide timely responses to questions
- Contribute positively to problem solving
- Provide Training support to peers and new team members
Benefits
- Training and professional development
- 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)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
