Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to join a successful and growing team in Jacksonville, FL. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans and financial advice to assist clients in achieving their financial goals.

Requirements

• Manage existing client relationships to WEG's 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
• Ensures ongoing client support and communication
• Source and close prospects
• 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
• Mentor and train individuals on the team in technical areas of financial planning and client service
• Educate on the Wealth Enhancement Group planning process
• Educate on the overall financial planning matters
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Benefits

• Training and professional development
• Medical, dental, and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• 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, including pet insurance
• 18 days of paid time off (PTO)
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials