Wealth Enhancement Group

Compensation

Full Description

Job Description: • Manage relationships with Schwab and Fidelity Financial Consultants and Branch Managers • Participate in sponsored events, branch meetings, client events, etc. • Educate on WEG’s resources, value proposition, solutions and services • Conduct regular presentations on WEG’s capabilities • Educate custodial clients on the WEG financial planning process • Source and close prospects • Profile and understand prospective client needs • Engage and communicate prospective client needs to WEG advisor • Participate in Wealth Enhancement trainings, educational events, coaching programs, and proficient in advisor/client facing technology Requirements: • Bachelor’s Degree (or equivalent experience) in business, finance, economics or related field • Series 65 or qualifying designation such as a CFP or CFA • 5 + years of experience with sales in the wealth management industry • Excellent communication, presentation, listening and analytical skills • Advanced designation preferred • Ability to travel within the territory Benefits: • Health and dental insurance • 401k retirement plan • Paid time off • Training and professional development • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • Wellness programs and resources • Paid parental leave and paid caregiver leave • Reimbursement for tuition, licensing, and other credentials