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Financial Advisor ( Hybrid work option)

Company: Wealth Enhancement Group
Location: Atlanta
Posted on: May 16, 2022

Job Description:

About Wealth Enhancement GroupWealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.Our Atlanta, GA location is looking for an Financial Advisor who will work with the senior advisors and team to provide financial plans, financial advice and reviews to assist clients in achieving their financial goals. The FA will assist sales team members so that advice and services are provided in a manner that meets the expectations communicated to the client. ( This role has a hybrid work option.)Job FunctionsManage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identityFacilitate the financial planning process

  • Discover a prospect or client s values, goals and objectives
  • Understand their current financial situation
  • Engage them in the financial planning processPrepare and conduct annual reviews, including both planning and investment topicsSource and close prospective clients
    • Proactively follow up with clients who have not implemented financial plan
    • Close leads provided by various WEG channels (Marketing, CRP, etc.)
    • Create opportunities within your network
    • Drive referrals from existing clientsManage client relationships and client service as neededAssist the Financial Advisor during client meetings and with follow-up
      • Take meeting notes and promptly enter into the CRM
      • Present financial advice or plan to client with the Financial Advisor
      • Meet with client to obtain additional planning information, or to clarify/confirm information provided
      • Analyze client s current investments and insurance policies
      • Placing trades and account managementParticipate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technologyAdherence to the Wealth Enhancement Group s Corporate Communication Strategy and in good compliance standingPosition Requirements
        • Requires a 4-year degree; business, finance, economics preferred
        • Advanced designation required (Series 65, or CFP, or CPA, .)
        • 4+ years of experience within the wealth management industry
        • Ability to source and convert prospects to clients and provide high-level planning-oriented service
        • Possess excellent analytical, organizational, and communication skills (both oral & written)
        • Ability to manage multiple projects at once
        • Engagement in WEG, broader community and active participation in financial planning communityOSHA RequirementsThis 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.IND123

Keywords: Wealth Enhancement Group, Atlanta , Financial Advisor ( Hybrid work option), Accounting, Auditing , Atlanta, Georgia

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