Wealth Enhancement Group Benefits Overview

The Administrative Assistant will support Financial Advisors by handling client calls, scheduling meetings, managing office tasks, and maintaining client files in Salesforce while ensuring a welcoming environment for clients.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, sources clients, presents plans, and assists senior advisors.