Vice President, Financial Advisor (Partner Programs)

Wealth Enhancement Group•Minneapolis, MN

8d•$200,000 - $250,000•Hybrid

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 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 are seeking a Vice President, Financial Advisor to join a growing team focused on serving clients referred through custodial channels. This role will partner with new clients to understand their goals, provide thoughtful financial guidance, and deliver a strong, high‑touch client experience. This is a hybrid position based in the Minneapolis-Saint Paul metro area, with a flexible schedule that includes client and prospect meetings.

Requirements

Bachelor's Degree (or equivalent experience) in business; finance, economics or related
Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66 or advanced designation
Experience with complex financial planning (including tax, alternative investments, trust and estate)
Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Proficient with Microsoft Office Suite or related software.
Familiarity with Salesforce and Support Org functionality
Able to travel locally to meet clients and attend meetings at various locations

Responsibilities

Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
Facilitate the financial planning process
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics
Assist the RVP to help close prospective clients
Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients
Manage client relationships and client service as needed
Take meeting notes and promptly enter into the CRM
Present financial advice or plan to client
Analyze client’s current investments and insurance policies
Placing trades and account management
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

health and dental insurance
401k retirement plan
paid time off
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution
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)