Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to work with clients to achieve their financial goals. The role involves managing client relationships, facilitating financial planning, and source and closing prospective clients.

Requirements

• 4-year degree in business, finance, economics, or related field
• Advanced designation (CFP, CPA, MBA, MS in Tax, JD, etc.)
• Series 7, 66 (BD/RIA) or Series 65 (RIA Only) licenses
• 4+ years of experience in wealth management industry

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, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials