Financial Planner

About Wealth Enhancement Group

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 61,000 households from our over 100 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.

Our Greenville, SC has an excellent opportunity for a Financial Planner. This role will provide support to the Financial Advisors their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner may serve as a resource to their peers and Advisors to help support technical planning questions. (This is a hybrid work opportunity.)

The salary target for this role is $80,000.00 - $90,000.00 depending on experience; this position is also eligible for bonus opportunity.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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. 

Organize the client’s financial documentation

• Organize clients financial documentation into planning folder

• Maintain the integrity of the clients’ original documents

Create and deliver customized financial plans

• Develop Profile and Strategy plans

• Provide summary of client’s personal info, financial position, asset allocation and analyze investments

• Coordinate requests to Investment and/or Insurance Department

• Gather additional documents from clients as needed

• Discuss findings and coordinate recommendations with Financial Advisor

• Review clients’ employer benefit plans, income tax returns, SS benefits, pension benefits, insurances, beneficiary information & estate plan

• Review and summarize wills, power of attorney and other legal documents

• Create reports/analyses from Morningstar, BRT (Kettley), etc.

• Incorporate analyses and recommendations into plan

• Gather final illustration for insurance products

• Verify suitability and quality of plans before client meeting

• Submit Roundtable cases

• Finalize plan for delivery

• Records notes in CRM and planning file regarding client communication, and planning actions

Create Client reviews

• Schedule reviews

• Prepare reviews and maintain accurate account, beneficiary information & RMD tracking

• Provide recommendations on investment objective

• Submit reviews to FA or AFA for a final review

• Post review-tasks; update account information, follow-up on paperwork, and record notes in CRM

Provide Financial Advisor with technical planning and client support

• Provides the Financial Advisor with technical planning and research support

• Participate in client meetings as requested

Industry | Product | Company Knowledge

• Participate in Roundtables

• Respond to questions

• Contribute to problem solving

• Provide training to new Financial Planners

• Continued learning

Education/Skill Requirements

• Bachelor’s degree in finance, business, accounting preferred

• 3+ years’ experience in all areas of comprehensive financial planning

• CFP or CPA desirable

• Securities licenses for series 7 & 66 (or 7, 63 & 65)

• Insurance license in Life, Health & Variable

• Understanding of the investment platform

• Proficiency using financial planning software

• Solid communication skills (verbal & written)

• Proofreading

• Ability to organize and prioritize multiple projects

• Analytical skills

• Able to work well with all levels of employees

• High ethical standards

• Proficiency with MS Office

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

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.