Associate Financial Planner

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 www.wealthenhancement.com.

We have an exciting opportunity for an Associate Financial Planner! This individual will serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is an on-site position working Monday - Friday.

The salary target for this role is $70,000 - $90,000 depending on 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

• Organize the client’s financial documentation

• Provide summary of client’s personal info, financial position, asset allocation and analyze investments

• Coordinate requests to Investment, Insurance, Planning and Administrative Departments

• Gather additional documents from clients as needed

• Provide Financial Advisor with technical planning and client support

• Facilitate new account set up at the WEG, custodial and broker/dealer level; follow up on account fund funding and transfers

• Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.

• Ensure accurate completion of prospect/new client paperwork and set up

• Maintain Salesforce and other WEG databases and client files (filing, copies, data input)

Education/Qualifications

• Bachelor’s degree with finance, economics, business, accounting preferred

• 2+ years previous experience in financial services

• Exposure to investment platform

• Strong interpersonal skills required to develop team and client relationships

• Professional presence and communication skills

• Strong attention to detail and process

• Good problem-solving skills, ability to work with deadlines and prioritize work

• Proficient with Microsoft Office Suite and Adobe PDF

• Salesforce experience a plus

• Spanish competency required

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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 (Available to 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

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.