Senior Financial Planner

About Wealth Enhancement

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 75,000 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.

We're offering a fully remote position to support our Jacksonville, FL team as a Sr. Financial Planner to support the Financial Advisors and their clients with the development of comprehensive financial plans and analyses.  In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise.  They will participate in training and mentoring new team members.

This position can be offered fully remote to applicants anywhere within the United States. Or, you are welcome to work a hybrid schedule from our Jacksonville, FL office, if you prefer to spend time on-site.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000 - $110,000, exclusive of bonuses and benefits. This role is also eligible for a discretionary bonus plan. 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.

Primary Job Functions

Support the Financial Advisor with the creation of customized financial plans

• Organize clients' financial documentation and information as necessary

• Provide an accurate summary of clients’ personal information, current financial position, and asset allocation

• Review and summarize insurance details

• Review and summarize estate plan details

• Review and summarize tax returns details

• Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar, BNA Income Tax Planner, Holistiplan, and other planning tools

• Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan

• Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers

• Complete Financial Plan for delivery to client

• Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary

• Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client

Provide technical planning expertise and support

• Participate in the research and response of general technical planning inquiries from Advisors and other team members

• Provide subject matter expertise (SME) & support

• Proactively share expertise and knowledge via various forums

Support the Team with the creation and/or maintenance of advisor and client resources and collaterals

• Identify resource requirements and details

• Research and identify necessary data and incorporate as necessary

• Format in clean, professional manner for review and approval by applicable parties

Support team and company initiatives and participate in Wealth Enhancement Group’s “all sharing” collaborative culture

• Participate in the planning and implementation of corporate/team initiatives

• Attend and participate in Micro-Monday sessions and other company meetings

• Provide timely responses to questions

• Contribute positively to problem solving

• Provide training support to peers and new team members

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

Education/Qualifications

• CFP – or – FINRA Series 65, CFA, ChFC, CIC, or PFS required

• 5+ years’ experience in financial planning required

• Bachelor's degree in business, finance, economics, or related field preferred

• Superior verbal and written communication skills

• Proficient with Microsoft Office Suite or related software

• Familiarity with Salesforce and Support Org functionality

• Proficiently uses financial planning technology

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $75,600 to $170,100.

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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, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

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.