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    Financial Advisor - Los Angeles, United States - Wealth Enhancement Group

    Wealth Enhancement Group
    Wealth Enhancement Group Los Angeles, United States

    2 weeks ago

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    Description
    Job Description:

    About Wealth Enhancement Group

    Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 83 offices nationwide and are rapidly expanding through organic growth and acquisition.

    Our mission is to work together to improve our clients' lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we're looking for like-minded individuals to join our team.

    We have an exciting opportunity for a Financial Advisor in our Los Angeles, CA office. The Financial Advisor will work as part of an advisory team to help clients achieve their financial goals and provide client service that exceeds our client's expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

    Our ideal candidate will have demonstrated capability working as an advisor and partnering with more experienced lead advisors and will have a desire for continued growth by providing future succession for a senior advisor.

    The salary target for this role is $110,000 - $130,000/year + variable compensation. We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.

    Key Job Functions

    Manage client relationships and provide exceptional client service. (60%)
    • Assist lead advisors 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 lead advisor
    • Analyze client's current investments and insurance policies
    • Complete new client paperwork and account set up
    • Help maintain CRM database and client files
    • Prepare account transactions, deposits, withdrawals, RMDs, etc
    Assist lead advisors with management of clients to the WEG planning-based standard of identity. (30%)
    • Facilitate 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 process
    • Prepare and conduct annual reviews, including both planning and investment topics
    • Assist in the development of portfolio models
    • Work with Lead Advisor in customizing individual client portfolios to models
    Source and close prospective clients. (10%)
    • Proactively follow up with clients who have not implemented a financial plan
    • Close leads provided by various WEG channels (Marketing, CRP, etc.)
    • Create opportunities within your network
    • Drive referrals from existing clients
    Participate in Wealth Enhancement Group trainings, educational events, coaching programs and demonstrate proficiency in advisor/client facing technology.

    Adhere to the Wealth Enhancement Group Corporate Communication Strategy and maintain good compliance standing.

    Position Requirements
    • Bachelor's degree; business, finance, economics preferred but not required
    • 4+ years of experience within the wealth management industry
    • CFP desired or other advanced designation (CFA, CPA, MBA, etc.) and/or in process
    • Series 65 (RIA Only)
    • Possess excellent analytical, organizational and communication skills (both oral & written)
    • Ability to manage multiple projects at once
    • Ability to source and convert prospects to clients and provide high-level planning-oriented service
    • Engagement in WEG, broader community, and active participation in financial planning community
    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:
    • Training and professional development
    • Medical and dental coverage
    • 401k - with match and profit sharing
    • Health care spending and savings accounts
    • Dependent care spending account
    • Vision coverage
    • Wellness programs and resources
    • Life insurance - employer paid
    • Short-term and long-term disability - employer paid
    • Paid Time Off
    • 10 paid holidays each year
    • Paid parental leave
    • Tuition reimbursement
    Please submit your resume and a cover letter to apply for this position.

    IND123

    Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at

    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
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