Sr Financial Planner

About Wealth EnhancementWealth 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 90,000 households from our over 175 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.We have an excellent opportunity for a Sr. Financial Planner! This individual will provide 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 fully remote position.In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $130,000.00, exclusive of bonuses and

Benefits

. This role is also eligible for an annual bonus. 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 FunctionsSupport the Financial Advisor with the creation of customized financial plansOrganize client’s financial documentation and information as necessaryProvide an accurate summary of clients’ personal information, current financial position, and asset allocationReview and summarize insurance detailsReview and summarize estate plan detailsReview and summarize tax returns detailsCreate financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning toolsCommunicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial planIdentify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.Complete Financial Plan for delivery to clientRecord notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessaryParticipate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the clientProvide technical planning expertise and supportParticipate in the research and response of general technical planning inquiries from Advisors and other team membersProvide subject matter expertise (SME) & supportProactively share expertise and knowledge via various forumsSupport the Team with the creation and/or maintenance of Advisor and Client resources and collateralsIdentify resource

Requirements

and detailsResearch and identify necessary data and incorporate as necessaryFormat in clean, professional manner for review and approval by applicable partiesSupport team and company initiatives and participate in WEGs “all sharing” collaborative culture.Participate in the planning and implementation of corporate/team initiativesAttend and participate in Micro-Monday sessions and other company meetingsProvide timely responses to questionsContribute positively to problem solvingProvide Training support to peers and new team membersEducation/

Qualifications

Bachelor's Degree in business; finance, economics or related7+ years in Financial ServicesDemonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferredSuperior verbal and written communication skillsProficient with Microsoft Office Suite or related softwareFamiliarity with Salesforce and Support Org functionalityProficiently uses financial planning technologyCFP RequiredCPA, EA, JD, MBA, or other advanced designations are preferredWEG hires employees and makes decisions about their salary

Qualifications

based on factors such as the role to be performed; educational and professional experience,

Qualifications

, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this career level is $104,800.00 to $157,200.00.

However, the base salary range bolded above is what we expect to pay as a starting range for this position.Comprehensive

Benefits

OfferingsOur

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 be eligible to participate in the following

Benefits

& development opportunities:Training and professional developmentMedical, dental and vision coverage (Available to full-time employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance - employer paid and voluntary optionsShort-term and long-term disability, workers compensation - employer paid401k with match and profit sharingWellness programs and resourcesVoluntary

Benefits

, including pet insurance18 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 (Caregiver leave available after 6 months of tenure)Reimbursement for tuition, licensing, and other credentials (Available after meeting service

Requirements

)Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 76*** *** 700Information 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: LinkOSHA

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.Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

Your personal information is handled in accordance with applicable data protection laws.Originally posted on Himalayas