Vice President, 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 .We are seeking a Vice President Financial Advisor to join a dynamic team focused on servicing clients who come through the custodial referral channels. This role will help close/service new clients focusing on helping clients achieve their financial goals while providing excellent client service. This is a hybrid position based in San Diego CA with client/prospect meetings presenting a varied schedule.Primary Job FunctionsManage client relationships and assist with management of complex clients to the WEG planning-based standard of identityFacilitate the financial planning processUnderstand their current financial situationEngage them in the financial planning processPrepare and conduct annual reviews including both planning and investment topicsAssist the RVP to help close prospective clientsAssist the RVP to help close leads provided by various WEG channels (Marketing CRP etc.)Create opportunities within your networkDrive referrals from existing clientsManage client relationships and client service as neededTake meeting notes and promptly enter into the CRMPresent financial advice or plan to clientAnalyze clients current investments and insurance policiesPlacing trades and account managementParticipate 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/QualificationsBachelors Degree (or equivalent experience) in business; finance economics or relatedMinimum 2 consecutive years as a registered representative (IAR) holding a Series 65 or 7/ 66Minimum 5 years experience as a registered representative as either a full service broker-dealer a security portfolio manager or a CFP CFA or CPASeries 65 or 7/ 66 or advanced designation (CFA or CFP) Experience with complex financial planning (including tax trust and estate)Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of businessPossess excellent analytical organizational and communication skills (both oral & written)Ability to manage multiple projects at onceProficient with Microsoft Office Suite or related software.Familiarity with Salesforce and Support Org functionalityAble to travel locally to meet clients and attend meetings at various locationsIND123#LI-TO1#LI-HYBRIDComprehensive 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 be eligible to participate in the following benefits & development opportunities:Training and professional developmentMedical 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 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:Exec Key Skills Change Management,Financial Services,Growing Experience,Managed Care,Management Experience,Analysis Skills,Senior Leadership,Performance Management,Process Management,Leadership Experience,negotiation,Analytics Employment Type : Full-Time Experience: years Vacancy: 1