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
Keywords: Wealth Enhancement Group, Atlanta , Financial Advisor ( Hybrid work option), Accounting, Auditing , Atlanta, Georgia
Click
here to apply!
|