Senior Financial Planner

🕒 June 11

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Support the Financial Advisor with the creation of customized financial plans • Organize client’s 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 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 WEGs “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

🎯 Requirements

• Bachelor's Degree in business; finance, economics or related • 7+ years in Financial Services • Demonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies 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 • CFP Required • CPA, EA, JD, MBA, or other advanced designations are preferred

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time 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)