About Wealth Enhancement Group
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 61,000 households from our over 100 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.
OurClackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, and provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
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.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG 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
Source and close prospective clients
- 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
Manage client relationships and client service as needed
- Assist the Financial Advisor during client meetings and with follow-up
- Take meeting notes and promptly enter into the CRM
- Present financial advice or plan to client with the Financial Advisor
- Meet with client to obtain additional planning information, or to clarify/confirm information provided
- 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
Education/Qualifications
- 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
- 4+ years of 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
OSHA Requirement:
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
