- Facilitate the financial planning process
- Prepare and conduct annual reviews, including both panning and investment topics
- Ensure ongoing client support and communication
- Proactively work with clients to broaden our services to them
- Close leads provided by various WEG marketing channels
- Create opportunities within your network
- Drive referrals from existing clients
- Educate on the Wealth Enhancement Group planning process
- Educate on overall financial planning matters
- 4-year degree; business, finance, economics preferred
- 5+ years' prior experience as a Financial Advisor
- Advanced designation required (CFP, CPA, MBA, etc.)
- Series 65 (RIA Only)
- Insurance licenses
- Ability to source and 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
- Engagement in WEG, broader community, and active participation in financial planning community
- 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
- 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
-
Financial Advisor
1 week ago
Summit Credit Union Milwaukee, United StatesWant to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the ...
-
Financial Advisor
4 days ago
Diversified Management, Inc. Milwaukee, United StatesJob Description · Job DescriptionRole · As a Financial Adviser, you will work in a collaborative role along with our senior Financial Advisers in delivering all aspects of financial management. The longer-term goal for this position is to work directly with clients, move into a s ...
-
Financial Advisor
2 weeks ago
New York Life Insurance Company Milwaukee, United States· At New York Life, you're in control of your career journey. You can grow your practice with the backing of a Fortune 100 company that is a leader in the financial services industry. New York Life is the largest mutual life insurance company in the United States and holds the h ...
-
Financial Advisor Foundations Associate
1 week ago
Robert W. Baird & Co. Incorporated Milwaukee, United StatesChallenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wea ...
-
Financial Advisor
2 weeks ago
Liberty Financial Group Elm Grove, United StatesAre flexible hours attractive to you? · Do you want to be trained for success? · Does a team environment energize you? · Do you wish someone else could prospect, · while you focus on client meetings & relationship building? · Our financial advisors are trusted among our team ...
-
Financial Advisor
3 weeks ago
Cetera Investment Services LLC Waukesha, United StatesComp: Base + Bonus · Financial Professional · What we need: · Attention finance, insurance, and sales professionals—are you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable ind ...
-
Financial Advisor
6 days ago
Global View Capital Management, LLC. Waukesha, United StatesFinancial Advisor (MUST have NASAA s65 or 66 & WI Ins Life & Health license) · Global View Capital Management, LLC (GVCM) is an SEC Registered Investment Advisor (RIA) and the headquarter office is located in Waukesha, Wisconsin. GVCM delivers tactical asset management through it ...
-
Financial Advisor Foundations Associate
4 weeks ago
Robert W. Baird & Co. Milwaukee, United StatesBaird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management funct ...
-
Financial Advisor
4 weeks ago
Thrivent Financial for Lutherans Oconomowoc, United StatesThrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to he Financial Advisor, Financial, ...
-
Lead Financial Advisor
4 weeks ago
Aesplacement Waukesha, United StatesAre you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service ...
-
Lead Financial Advisor
1 day ago
Drake & Associates, LLC Waukesha, United StatesLead Financial Advisor · Are you looking to expand your career and to be part of a successful team? Are you driven, self-motivated, and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing ...
-
Financial Advisor
3 weeks ago
LPL Financial Brookfield, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Summit Federal Credit Union in Waukesha, WI would allow you to join ...
-
Financial Advisor
3 weeks ago
Cetera Investment Services LLC Waukesha, United StatesComp: Base + Bonus · Financial Professional · What we need: · Attention finance, insurance, and sales professionalsare you ready to take on a position that challenges your skills and rewards your performance? Cetera Financial Institutions is looking for motivated and capable i ...
-
Financial Advisor
1 month ago
LPL Financial Oconomowoc, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Bank Five Nine in Oconomowoc, WI would allow you to join the Investment Program at Bank Five Nine a ...
-
Retirement Planning Associate
1 week ago
Equitable Advisors LLC Milwaukee, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is curre ...
-
Client Specialist Training Program
1 week ago
Baird Milwaukee, United States Full timeThe Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SI ...
-
Lead Advisor
1 day ago
Claire Myers Consulting Milwaukee, United StatesOur client is a dynamic, boutique wealth management firm in Milwaukee with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial jour ...
-
Inside Sales Specialist
3 days ago
Catholic Financial Life Milwaukee, United StatesAbout the jobCatholic Financial Life has an exciting opportunity available for an Inside Sales Representative to join our team This individual will be able to make a positive impact in their community through handling inbound and outbound calls from existing and potential members ...
-
Front Desk Receptionist
2 weeks ago
Landaas & Company Milwaukee, United StatesLandaas & Company is a customer-focused wealth management firm that takes a teams-based approach to serve generations of clients, providing objective, individualized investment advice to help them reach their financial goals. Located in downtown Milwaukee, the firm is a dually re ...
-
Financial Sales Representative
1 week ago
Northwestern Mutual Milwaukee, United StatesWealth Management Advisor – Northwestern Mutual · Entrepreneurship while making an impact. This is a career shift that could change everything. Things have changed in the past year, you've changed. You know your worth and are tired of working for someone else, being undervalued a ...
Vice President, Financial Advisor - Milwaukee, United States - Wealth Enhancement Group
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
About Wealth Enhancement GroupWealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit
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 are seeking an experienced Vice President, Financial Advisor in Milwaukee, WI. This role will work as part of an advisory team, focused on helping 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 sales growth, client retention and customer service quality.
Job Functions
Manage client relationships to WEG's planning-based standard of identity.
Adhere to the Wealth Enhancement Group Corporate Communication Strategy and maintain good compliance standing.
Education/Skill Requirements
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:
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:
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
OSHA Requirements: This 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.