Associate Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking an Associate Financial Advisor to work with the financial advisory team, assist senior advisors, and provide white-glove service to clients.

Requirements

• 4-year degree in business, finance, economics or related field
• 2+ years of experience in wealth management industry
• Advanced designation (CFP) preferred
• Excellent analytical, organizational, and communication skills
• Ability to manage multiple projects at once

Benefits

• Training and professional development
• Medical, dental, and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability
• Workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits
• Paid time off (PTO)
• Paid holidays
• Paid parental leave
• Paid caregiver leave
• Tuition reimbursement