Job Opening for Financial Planner in Wealth Enhancement Group (Jacksonville, FL)



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Job Category : Business
Company Name: Wealth Enhancement Group
Position Name: Financial Planner
Location : Jacksonville, FL
Job Description : About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best

Our Jacksonville, FL office is looking for a Financial Planner who will work as part of an advisory team, help clients achieve their financial goals, and provide client service that exceeds the client s expectations. Our team members work together to meet company objectives for sales growth, client retention and customer service quality.

Job Functions

Work with the senior financial advisory team to actively manage client relationships, service, and WEG s planning-based standard of identity.

Prepare and conduct annual reviews, including both planning and investment topics. Support the WEG planning-based standards.
Organize the client s financial documentation
Create and deliver customized financial plans
Create client reviews
Provide senior financial advisory team with technical planning and client support
Discover a prospect or client s values, goals, and objectives.
Participate in client meetings as requested
Demonstrate a passion for delivering exceptional service to clients
Collaborate with financial advisors on planning ideas for complex client base
Meet with client to obtain additional planning information, or to clarify/confirm information provided.
Take meeting notes and promptly enter in the CRM.

Analyze client s current investments, financial planning, estate planning and insurance needs and coordinate with appropriate resources.

Address client needs as follow-up to meetings.
Review and manage portfolios based on client needs.
Coordinate with outside money managers and utilize in house resources to provide updates regarding portfolio positioning and performance.
Help prepare for and participate in Investment Committee meetings.

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.


Bachelor’s degree: business, finance, economics preferred
CFP and/or CPA desirable
Series 65 (RIA Only)
4+ years of experience of comprehensive financial planning
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Proficiency using financial planning software
Engagement in WEG, broader community and active participation in financial planning community
Team player and adapts well to change


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