About Wealth Enhancement
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 90,000 households from our over 175 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 excellent opportunity for a Sr. Financial Planner! This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members.
This is a fully remote position.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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
Support the Financial Advisor with the creation of customized financial plans
Organize client’s financial documentation and information as necessary
Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
Review and summarize insurance details
Review and summarize estate plan details
Review and summarize tax returns details
Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools
Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan
Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.
Complete Financial Plan for delivery to client
Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary
Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
Provide technical planning expertise and support
Participate in the research and response of general technical planning inquiries from Advisors and other team members
Provide subject matter expertise (SME) & support
Proactively share expertise and knowledge via various forums
Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals
Identify resource requirements and details
Research and identify necessary data and incorporate as necessary
Format in clean, professional manner for review and approval by applicable parties
Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.
Participate in the planning and implementation of corporate/team initiatives
Attend and participate in Micro-Monday sessions and other company meetings
Provide timely responses to questions
Contribute positively to problem solving
Provide Training support to peers and new team members
Education/Qualifications
Bachelor's Degree in business; finance, economics or related
7+ years in Financial Services
Demonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferred
Superior verbal and written communication skills
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Proficiently uses financial planning technology
CFP Required
CPA, EA, JD, MBA, or other advanced designations are preferred
WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this career level is $104,800.00 to $157,200.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
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 be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time 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)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
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.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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