Financial AdvisorWealth Enhancement Group has an exciting opportunity for a Financial Advisor to join a successful and growing team in Athens, GA. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.The expected pay range for this Financial Advisor position is $79,000 to $120,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.Primary Job FunctionsManage existing client relationships to WEG's planning-based standard of identityFacilitate the financial planning processDiscover a prospect or client's values, goals and objectivesUnderstand their current financial situationEngage them in the financial planning processPrepare and conduct annual reviews, including both planning and investment topicsEnsures on going client support and communicationSource and close prospectsProactively follow up with clients who have not implemented financial planClose leads provided by various WEG channels (Marketing, CRP, etc.)Create opportunities within your networkDrive referrals from existing clientsMentor and train individuals on the team in technical areas of financial planning and client serviceEducate on the Wealth Enhancement Group planning processEducate on the overall financial planning mattersParticipate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technologyAdherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standingEducation/QualificationsRequires a 4-year degree; business, finance, economics preferred5 - 10 years' experience in the wealth management industry servicing clientsSeries 65 (RIA Only)CFP preferredAbility to provide high-level planning-oriented servicePossess excellent analytical, organizational, and communication skills (both oral & written)Ability to manage multiple projects at onceEngagement in WEG, broader community and active participation in financial planning communityComprehensive Benefits OfferingsOur 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 developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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 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.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.