Wealth Enhancement Group Benefits Overview

The Vice President, Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, provides ongoing support, and sources and converts prospects. The role also drives referrals, closes leads, mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.