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Summary
About the Role
About You
- 4-year degree in business, finance, economics or a related field.
- Minimum 2 years experience in the wealth management industry.
- Ability to provide high-level planning-oriented service.
- Excellent analytical, organizational, and communication skills (both oral & written).
- Ability to manage multiple projects simultaneously.
- Certified Financial Planner (CFP) designation.
- Engagement in the broader community and active participation in the financial planning community.
Benefits
- Training and professional development.
- Medical, dental, and vision coverage for employees and their families.
- Health Savings Account (HSA) with employer contribution.
- 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.
- 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®.