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Career Opportunities

Senior VP – Financial Advisor

Description:

Help clients achieve their financial goals. Provide client service that exceeds the client’s expectations. Meet company objectives for sales growth, client retention and customer service quality.

Responsibilities:

To provide exceptional financial advice, financial plans and an annual review of status for clients assisting the client in pursuing the achievement of their financial goals. Provide leadership and mentor sales team members so that advice and services are provided in a manner that meets all of the expectations communicated to the client (high quality). Create a client relationship and environment where clients will continue to have trust in Wealth Enhancement Group, will prefer doing business with us, will grow that business and will refer new clients to us.

Position Requirements:

• Compensation: Straight sales commission on team sales.

• Must posses excellent analytical, organizational and communication skills (both oral & written).

• Must be able to manage multiple projects at once.

• Demonstrated ability to manage clients and team members effectively.

Education/Certification Requirements:

• Requires a four-year degree in business, finance or economics (or equivalent work experience).

• Five or more years of experience in all areas of individual financial planning. 

• Advanced designation desirable (CFP, CPA, MBA, etc.).

• Series 7, 66 and insurance licenses.

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