Wealth Enhancement is an independent wealth management firm seeking a Senior Client Advisor | Investment Strategies to join their team. The successful candidate will manage strategy-only client relationships, provide personalized recommendations, and drive business growth. This is a remote position covering California, offering excellent growth opportunities within a collaborative, client-focused organization.
Requirements
- Actively manage client relationships, service, and be an expert on the Wealth Enhancement investment advisory platform.
- Provide clients with guidance and education.
- Take meeting notes and promptly enter into our CRM (Salesforce)
- Ensure effective and complete communication to clients
- Position WE full wealth management services to convert client to a comprehensive full wealth management client
- Develop and maintain a high-level understanding of solutions, products and services
- Collaborate with appropriate business leaders to conduct joint sales calls, prepare proposals/presentations
- Establish strong relationships and collaborate with key personnel, such as financial advisors, advanced planning, tax team, and trust teams.
- Prepare and conduct annual client reviews
- Work closely with the IM team and portfolio consultants on investment strategies
- Gather data for client reviews and review client files for additional sales opportunities
- Systematize the review process utilizing the CRM system
- Participate in Wealth Enhancement training, educational events, coaching programs, and proficient in advisor/client facing technology.
Benefits
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
