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As an Associate Financial Advisor at Wealth Enhancement Group, you'll assist senior advisors in managing client relationships, preparing financial plans, and analyzing investments. Responsibilities include taking notes during client meetings, entering data into the CRM, preparing annual reviews, and creating financial plans. Your role involves collaboration with various departments and attending training sessions to enhance your skills.

The Financial Advisor Assistant supports Financial Advisors in client relationship management, preparing client reviews, and portfolio management. Responsibilities include maintaining communication with clients, assisting in financial plan development, managing CRM data, and ensuring accurate portfolio allocations and transactions.

The Financial Advisor will manage client relationships, assist senior advisors in managing complex clients, facilitate the financial planning process, source and close clients, and participate in training and compliance. Responsibilities include analyzing investments, presenting financial plans, and engaging actively in the financial planning community.