Financial Advisor

Wealth Enhancement is an independent wealth management firm seeking a Financial Advisor to join a successful team in Lee's Summit, MO. The Financial Advisor will provide exceptional financial plans, financial advice, and reviews to clients, and participate in company objectives for customer service quality, client retention, and sales growth.

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
• Source and close prospects
• 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
• 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

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), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials