Financial Advisor
| Company | Wealth Enhancement Group |
|---|---|
| Location | Cleveland, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Requires a 4-year degree; business, finance, economics preferred
- Minimum 5 years experience within the wealth management industry
- Series 66 or 7/63
- Insurance Licenses
- Ability to source and convert prospects to clients and provide high-level planning-oriented service
- Possess excellent analytical, organizational, and communication skills (both oral & written)
- Ability to manage multiple projects at once
Responsibilities
- 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
- Ensures ongoing client support and communication
- Source and close prospects
- Proactively follow up with clients who have not implemented financial plan
- Create opportunities within your network
- Drive referrals from existing clients
- Mentor and train individuals on the team in technical areas of financial planning and client service
- Educate on the overall financial planning matters
Preferred Qualifications
-
No preferred qualifications provided.