Financial Advisor (CRP)

The CRP Financial Advisor position services clients who come through the custodian channels. This role focuses on helping clients achieve their financial goals while providing client service that exceeds expectations. 

Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity

• 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

Source and close prospective clients

• Proactively follow up with clients who have not implemented financial plan

• Close leads provided by various WEG channels (Marketing, CRP, etc.)

• Create opportunities within your network

• Drive referrals from existing clients

Manage client relationships and client service as needed

• Assist the Financial Advisor during client meetings and with follow-up

• Take meeting notes and promptly enter into the CRM

• Present financial advice or plan to client with the Financial Advisor

• Meet with client to obtain additional planning information, or to clarify/confirm information provided

• Analyze client’s current investments and insurance policies

• Placing trades and account management

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Education | Qualifications

• Requires a 4-year degree; business, finance, economics preferred

• Advanced designation required (CFP, CPA, MBA, etc.)

• Series 7, 66 (BD/RIA)

• Insurance Licenses

• 10+ years’ sales experience in the wealth management industry

• Ability to source and convert prospects to clients and provide high-level planning-oriented service to a fast-growing book of business

• Possess excellent analytical, organizational, and communication skills (both oral & written)

• Ability to manage multiple projects at once