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Summary
About the Role
About You
- Bachelor’s degree or equivalent.
- 10+ years of wealth management advisory practice experience, with 5 years in a management role.
- Strong understanding of wealth management business operations and technical expertise in at least two areas such as financial planning, client acquisition, or practice management.
- Excellent communication, interpersonal, and presentation skills.
- CFP designation.
- Experience managing operations across a multi-state region.
- Knowledge of Microsoft Office, Salesforce, and Tamarac / Orion.
Benefits
- Training and professional development.
- Medical, dental, and vision coverage for employees and their families.
- Health Savings Account (HSA) with employer contribution.
- 401k with match and profit sharing.
- 18 days of paid time off (PTO), accrued annually.
- 12 paid holidays each year.
- Paid parental leave and caregiver leave.
- Reimbursement for tuition, licensing, and other credentials.
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.