Senior Financial Planner

Wealth Enhancement Group

Sr Financial Planner at Wealth Enhancement providing financial planning and analysis support to clients and Financial Advisors. Participating in mentoring and technical planning inquiries, fully remote.

Posted 6/11/2026full-timeRemote • 🇺🇸 United StatesSenior💰 $115,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
CPA, EA, JD, MBA, or other advanced designations are preferred

Benefits

Comp & perks

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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningasset allocationinsurance analysisestate planningtax return analysisfinancial reportingcomplex planningadvanced tax planning strategiesreal estate planningsmall business ownership

Soft Skills

communicationproblem solvingteam collaborationtraining supportorganizational skillsattention to detailclient relationship managementproactive sharing of expertisepresentation skillsresearch skills

Certifications

CFPCPAEAJDMBA