Financial Advisor at Wealth Enhancement Group

About Wealth EnhancementWealth 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 80000 households from our over 140 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 .Our Logan Utah team has an exciting opportunity for an experienced Financial Advisor. This role is a key member of the advisory team and will help clients achieve their financial goals while providing service that exceeds client expectations. Our team members work together to meet company objectives for customer service quality client retention and sales growth. This role has a flexible work arrangement with some time spent in the office for meetings.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. Were big on open conversations so lets have one.Primary Job FunctionsManage existing client relationships to WEGs planning-based standard of identityFacilitate the financial planning processDiscover a prospect or clients values goals and objectivesUnderstand their current financial situationEngage them in the financial planning processPrepare and conduct annual reviews including both planning and investment topicsEnsures on going client support and communicationSource and close prospectsProactively follow up with clients who have not implemented financial planClose leads provided by various WEG channels (Marketing CRP etc.)Create opportunities within your networkDrive referrals from existing clientsMentor and train individuals on the team in technical areas of financial planning and client serviceEducate on the Wealth Enhancement Group planning processEducate on the overall financial planning mattersParticipate in Wealth Enhancement Group trainings educational events coaching programs and proficient in advisor/client facing technologyAdherence to the Wealth Enhancement Groups Corporate Communication Strategy and in good compliance standingEducation/QualificationsRequires a 4-year degree; business finance economics preferred5 - 10 years experience in the wealth management industry servicing clientsAdvanced designation (CFP) strongly preferredSeries 7/66 or Series 65 requiredAbility to source and convert prospects to clients and provide high-level planning-oriented servicePossess excellent analytical organizational and communication skills (both oral & written)Ability to manage multiple projects at onceEngagement in WEG broader community and active participation in financial planning community#LI-TO1#LI-HYBRIDIND123Comprehensive Benefits OfferingsOur 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 developmentMedical dental and vision coverage (Available to employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical dependent and transit expensesLife and AD&D insurance employer paid and voluntary optionsShort-term and long-term disability workers compensation employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits including pet insurance18 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)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: LinkOSHA 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.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race color religion sex national origin age disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.Required Experience:Unclear Seniority Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills Employment Type : Full-Time Experience: years Vacancy: 1