Teams at Wealth Enhancement Group

The Vice President, Financial Advisor manages complex client relationships, facilitates comprehensive financial planning, conducts annual reviews, analyzes investments and insurance policies, presents advice, places trades, and supports account management. The role also assists with prospect conversion, develops referral opportunities, maintains CRM records, participates in training, and ensures compliance with corporate communication standards. The position requires extensive registered representative experience, advanced planning expertise, strong communication skills, and local client travel.

Coordinates employee engagement, wellness, recognition, volunteer, charitable matching, and employee resource group programs. Develops plans, timelines, budgets, communications, and logistics; partners with vendors, volunteers, and business stakeholders; tracks participation and budgets; gathers feedback; prepares reports; and recommends process improvements to strengthen employee connection, culture, and experience.

The Vice President, Financial Advisor will manage client relationships, facilitate financial planning, assist in closing new client leads, and provide high-quality financial advice, while navigating complex financial contexts.