Associate Financial Advisor

Wealth Enhancement Group
US - Georgia - Atlanta
November 19, 2024

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit ***.

We have an exciting opportunity for an Associate Financial Advisor! As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals. You will help the team meet objectives for sales growth and client retention as well as provide white-glove service that exceeds our clients' expectations. Additionally, you will develop the skills to perform all basic functions within the sales team to step-in and perform these duties when the workload for the team requires it.

The salary target for this role is $85,000 - $115,000 depending on knowledge and experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Work with the financial advisory team to actively manage client relationships with excellent service

Assist the Financial Advisor during client meetings and with follow-up
- Take meeting notes and promptly enter into CRM
- Present financial advice or plan to client with the Financial Advisor
- Meet with client to obtain additional planning information or to clarify/confirm information provided
Analyze client's investments, insurance policies, and financial plan
Place trades and oversee/manage tasks completed by the client service team

Prepare annual reviews as required by the team

Systematize the review process utilizing the CRM system
Gather data for client reviews and review client files for additional sales opportunities
Create reviews utilizing the Wealth Enhancement Group review system

Create financial plans for clients as required by the team

Analyze a client's financial data in light of their financial goals
Meet or call clients to obtain any additional planning information or clarify/confirm information provided
Prepare client information to present to the Roundtable, if required
Work effectively and professionally with the Financial Planning department, if required

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

Education/Qualifications

Requires a 4-year degree; business, finance, economics preferred
Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
2+ years of experience within the wealth management industry
Ability to prepare client reviews and assist in meetings with senior advisors
Must possess excellent analytical, organizational, and communication skills (both oral & written)
Must be able to manage multiple projects at once

IND123
• LI-HYBRID
• LI-MR1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage
401k - with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance - employer paid and voluntary options
Short-term and long-term disability - employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ***Information provided on this application will be kept confidential and only be shared with those involved in the selection process.Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Read the full job description and apply online on the recuiter's web-site

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