Wealth Enhancement Group
Financial Advisor
Houston, TX · Senior
Sponsorship not specifiedDetected 30 days ago
CRMAccount ManagementCustomer SupportCommunicationMentoringOSHA
About the role
- About Wealth Enhancement Group Wealth Enhancement Group 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 55,000 households from our over 100 offices - and growing - nationwide.
Nice to have
- 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
- Proactively follow up with clients who have not implemented financial plan
- 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
Compensation
- Prepare and conduct annual reviews, including both planning and investment topics
Benefits
- health and wellness, financial well-being, professional development, and work/life harmony.
- Medical and dental coverage
- 401k - with match and profit sharing
- Health care spending and savings accounts
- Vision coverage
- Wellness programs and resources
- Life insurance - employer paid
- Short-term and long-term disability - employer paid
- Paid parental leave
- Tuition reimbursement
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.
- Employer, including disabled and veterans.
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This listing is sourced directly from Wealth Enhancement Group's careers page and normalized into a canonical job model.