Vice President – Financial Advisor – Partner Programs
| Company | Wealth Enhancement Group |
|---|---|
| Location | New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree (or equivalent experience) in business; finance, economics or related
- Minimum 5 consecutive years as a registered representative (IAR) holding a Series 65 or 7/66
- Minimum 5 years’ experience as a registered representative as either a full service broker-dealer, a security portfolio manager or a CFP, CFA or CPA
- Series 65 or 7/66 required
- Experience with complex financial planning (including tax, trust and estate)
- Ability to convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business
- Possess excellent analytical, organizational, and communication skills (both oral & written)
- Ability to manage multiple projects at once
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality
- Able to travel locally to meet clients and attend meetings at various locations
Responsibilities
- Manage client relationships and assist with management of complex clients to the WEG planning-based standard of identity
- Facilitate the financial planning process
- Understand their current financial situation
- Engage them in the financial planning process
- Prepare and conduct annual reviews, including both planning and investment topics
- Assist the RVP to help close prospective clients
- Assist the RVP to help close leads provided by various WEG channels (Marketing, CRP, etc.)
- Create opportunities within your network
- Drive referrals from existing clients
- Manage client relationships and client service as needed
- Take meeting notes and promptly enter into the CRM
- Present financial advice or plan to client
- Analyze client’s current investments and insurance policies
- 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
Preferred Qualifications
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No preferred qualifications provided.