Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to work with clients to achieve their financial goals and provide exceptional client service. The role involves managing client relationships, facilitating financial planning, and presenting financial advice or plans to clients. The position is a succession opportunity to take over an established client portfolio. The base salary range for this position is $150,000-$175,000, exclusive of commissions, bonuses, and benefits.

Requirements

• Manage client relationships and assist senior advisors with management of complex clients
• Facilitate the financial planning process
• Source and close prospective clients
• Create opportunities within your network
• Drive referrals from existing clients
• Manage client relationships and client service as needed

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA)
• 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
• Reimbursement for tuition, licensing, and other credentials