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.
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
The CRP Financial Advisor position services clients who come through the custodian channels. This role focuses on helping clients achieve their financial goals while providing client service that exceeds expectations.
Primary Job Functions
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
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Facilitate the financial planning process
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Discover a prospect or client’s values, goals and objectives
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Understand their current financial situation
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Engage them in the financial planning process
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Prepare and conduct annual reviews, including both planning and investment topics
Source and close prospective clients
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Proactively follow up with clients who have not implemented financial plan
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Close leads provided by various WEG channels (Marketing, CRP, etc.)
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Create opportunities within your network
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Drive referrals from existing clients
Manage client relationships and client service as needed
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Assist the Financial Advisor during client meetings and with follow-up
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Take meeting notes and promptly enter into the CRM
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Present financial advice or plan to client with the Financial Advisor
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Meet with client to obtain additional planning information, or to clarify/confirm information provided
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Analyze client’s current investments and insurance policies
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Placing trades and account management
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
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Requires a 4-year degree; business, finance, economics preferred
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Advanced designation required (CFP, CPA, MBA, etc.)
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Series 7, 66 (BD/RIA)
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Insurance Licenses
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10+ years’ sales experience in the wealth management industry
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Ability to source and convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
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Possess excellent analytical, organizational, and communication skills (both oral & written)
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Ability to manage multiple projects at once
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:
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Training and professional development
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Medical and dental coverage
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401k – with match and profit sharing
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Health care spending and savings accounts
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Dependent care spending account
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Vision coverage
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Wellness programs and resources
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Life insurance – employer paid
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Short-term and long-term disability – employer paid
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Paid Time Off
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10 paid holidays each year
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Paid parental leave
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Tuition reimbursement
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.
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.
That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.
Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
