Wealth Enhancement Group

VP Financial Advisor

Wealth Enhancement Group

full-time

Posted on:

Location Type: Office

Location: San Diego • California • 🇺🇸 United States

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Job Level

Lead

About the role

  • 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 on going 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

Requirements

  • Requires a 4-year degree; business, finance, economics preferred
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 7, 66 (BD/RIA)
  • Series 65 (RIA Only)
  • Insurance Licenses
  • Substantial experience within the wealth management industry
  • Ability to source and convert prospects to clients and 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
Benefits
  • Training and professional development
  • 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, 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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planninginvestment planningclient relationship managementprospect sourcinglead conversionannual reviewsfinancial analysisproject managementwealth management
Soft skills
analytical skillsorganizational skillscommunication skillsmentoringtrainingclient supportnetworkingengagementteam collaboration
Certifications
CFPCPAMBASeries 7Series 66Series 65Insurance Licenses