Wealth Enhancement Group

Senior Client Advisor – Investment Strategies

Wealth Enhancement Group

full-time

Posted on:

Location Type: Remote

Location: Remote • California • 🇺🇸 United States

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Salary

💰 $125,000 - $135,000 per year

Job Level

Senior

About the role

  • Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform.
  • Provide clients with guidance and education.
  • Take meeting notes and promptly enter into our CRM (Salesforce)
  • Ensure effective and complete communication to clients
  • Position WE full wealth management services to convert client to a comprehensive full wealth management client
  • Develop and maintain a high-level understanding of solutions, products and services
  • Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals /presentations
  • Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams.
  • Prepare and conduct annual client reviews
  • Work closely with the IM team and portfolio consultants on investment strategies
  • Gather data for client reviews and review client files for additional sales opportunities
  • Systematize the review process utilizing the CRM system
  • Participate in Wealth Enhancement training, educational events, coaching programs, and proficient in advisor/client facing technology.

Requirements

  • Bachelor's degree (or equivalent experience) in Business, Finance, Economics or related field
  • Minimum of 6 years’ experience in financial services industry, focus on investments
  • FINRA Series 65
  • Knowledge of financial markets, modern portfolio theory and asset allocation
  • Proven written and verbal (presentation) communication skills with the ability to successfully interact with people at all levels of the organization and clients
  • Ability to create quality written presentations for client consumption
  • Detail oriented, highly organized and adaptable with the ability to work independently
  • Ability to organize and prioritize workflow and projects
  • Familiarity with Salesforce and Workday preferred
  • CFP, CFA or CIMA (preferred)
  • Familiarity with financial planning software like eMoney, MGP
Benefits
  • 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)

Applicant Tracking System Keywords

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

Hard skills
financial marketsmodern portfolio theoryasset allocationinvestment strategiesfinancial planning softwareSalesforceWorkdayeMoneyMGP
Soft skills
client relationship managementcommunication skillspresentation skillsdetail orientedhighly organizedadaptabilityindependent workworkflow organizationproject prioritization
Certifications
Bachelor's degreeFINRA Series 65CFPCFACIMA