And the job listing Expires on July 22, 2025
Full-Time Job Accounting, Data Analytics, Economics & Finance
Wealth Enhancement 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 61,000 households from our over 100 offices – and growing – nationwide.
Since 1997, Wealth Enhancement 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 www.wealthenhancement.com .
We have an exciting opportunity for an Associate Financial Planner! This individual will serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is an on-site position working Monday – Friday.
The salary target for this role is $70,000 – $90,000 depending on experience.
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.
Primary Job Functions
Organize the client’s financial documentation
Provide summary of client’s personal info, financial position, asset allocation and analyze investments
Coordinate requests to Investment, Insurance, Planning and Administrative Departments
Gather additional documents from clients as needed
Provide Financial Advisor with technical planning and client support
Facilitate new account set up at the WEG, custodial and broker/dealer level; follow up on account fund funding and transfers
Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
Ensure accurate completion of prospect/new client paperwork and set up
Maintain Salesforce and other WEG databases and client files (filing, copies, data input)
Education/Qualifications
Bachelor’s degree with finance, economics, business, accounting preferred
2+ years previous experience in financial services
Exposure to investment platform
Strong interpersonal skills required to develop team and client relationships
Professional presence and communication skills
Strong attention to detail and process
Good problem-solving skills, ability to work with deadlines and prioritize work
Proficient with Microsoft Office Suite and Adobe PDF
Spanish competency required
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, dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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