Senior Financial Planner

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Jacksonville, FL office is looking for a Sr. Financial Planner to support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members.

This is a hybrid position (typically 3 days in-office each week). The target salary for this role is $75,000 - $95,000, depending on experience.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Support the Financial Advisor with the creation of customized financial plans

• Organize clients' financial documentation and information as necessary

• Provide an accurate summary of clients’ personal information, current financial position, and asset allocation

• Review and summarize insurance details

• Review and summarize estate plan details

• Review and summarize tax returns details

• Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar, BNA Income Tax Planner, Holistiplan, and other planning tools

• Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan

• Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers

• Complete Financial Plan for delivery to client

• Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary

• Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client

Provide technical planning expertise and support

• Participate in the research and response of general technical planning inquiries from Advisors and other team members

• Provide subject matter expertise (SME) & support

• Proactively share expertise and knowledge via various forums

Support the Team with the creation and/or maintenance of advisor and client resources and collaterals

• Identify resource requirements and details

• Research and identify necessary data and incorporate as necessary

• Format in clean, professional manner for review and approval by applicable parties

Support team and company initiatives and participate in Wealth Enhancement Group’s “all sharing” collaborative culture

• Participate in the planning and implementation of corporate/team initiatives

• Attend and participate in Micro-Monday sessions and other company meetings

• Provide timely responses to questions

• Contribute positively to problem solving

• Provide training support to peers and new team members

Create client reviews

• Schedule reviews

• Prepare reviews and maintain accurate account, beneficiary information & RMD tracking

• Provide recommendations on investment objective

• Submit reviews to FA or AFA for a final review

• Post review-tasks; update account information, follow-up on paperwork, and record notes in CRM

Education/Qualifications

• Bachelor's degree in business, finance, economics, or related field

• 5-7+ years’ experience in financial services

• Superior verbal and written communication skills

• Proficient with Microsoft Office Suite or related software

• Familiarity with Salesforce and Support Org functionality

• Proficiently uses financial planning technology

• FINRA Series 65 – or – CFP, CFA, ChFC, CIC, or PFS preferred

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical and dental coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care spending account

• Vision coverage

• Wellness programs and resources

• Life insurance – employer paid

• Short-term and long-term disability – employer paid

• Paid Time Off

• 10 paid holidays each year

• Paid parental leave

• Tuition reimbursement

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.