VP, Financial Advisor

Wealth Enhancement Group•Atlanta, GA

1d•Remote

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. Job Description We are seeking a Vice President, Financial Advisor to join a dynamic team focused on servicing clients who come through the custodial referral channels. This role will help close/service new clients, focusing on helping clients achieve their financial goals while providing excellent client service. This is a remote position based out of the Atlanta GA area, with client/prospect meetings presenting a varied schedule. 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 position is $225k – 250k annually. This range reflects a base salary and 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

Bachelor's Degree (or equivalent experience) in business; finance, economics or related
Minimum 2 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66
Minimum 5 years’ experience as a registered representative as either a full service broker-dealer, a security portfolio manager or a CFP, CFA or CPA
Series 65 or 7/ 66 or advanced designation (CFA or CFP )
Experience with complex financial planning (including tax, 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

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