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About Wealth Enhancement 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 plan…
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · Hybrid
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Salem, Oregon, United States · Hybrid
$120k–$160k/yr
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Skills: Project Management, PMI Methodology, Stakeholder Management, Cross-functional Coordination, Risk Management
Salem, Oregon, United States · Hybrid
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Skills: Enterprise Project Management, Portfolio Management, Governance Frameworks, Strategic Prioritization, Executive Stakeholder Management
Salem, Oregon, United States · On-site
$45k–$64k/yr
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
$19/hr–$22/hr
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · Hybrid
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · Hybrid
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
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Salem, Oregon, United States · On-site
Courthouse Volleyball Coach Position Position: Courthouse Volleyball Coach Reports To: Volleyball Club Directors Job Purpose: Courthouse Volleyball Club is seeking motivated, organized, and team-oriented coaches who are …
Skills: Volleyball Coaching, Athlete Development, Team Leadership, Communication, Organization
Salem, Oregon, United States · Hybrid
Description Job Summary: The Director of Engineering serves a key role as a member of the Senior Leadership Team. This position requires a hands-on leader who can effectively develop and manage Engineering, GIS, and Plan…
Skills: Engineering Management, GIS, Fiber Optic Plant Design, OSP Engineering, Project Management
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Manage client relationships and facilitate the comprehensive financial planning process to help clients achieve their goals. Source and close new prospective clients while assisting senior advisors with complex client management and account trades.
Requires a 4-year degree and an advanced designation such as CFP, CPA, or MBA, along with a Series 65 license. Candidates must have at least 4 years of experience in the wealth management industry.
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 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.
Our Salem office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
This is a Succession opportunity to take over an established client portfolio, as the current advisor lead plans to retire within the next several years.
In the spirit of pay transparency, we are excited to share that the base salary range for this position is $100,000-$130,000, exclusive of commissions, bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program.
WEG 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. 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.
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
Facilitate the financial planning process
Discover a prospect or client’s values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics
Source and close prospective clients
Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients
Manage client relationships and client service as needed
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into the CRM
Present financial advice or plan to client with the Financial Advisor
Meet with client to obtain additional planning information, or to clarify/confirm information provided
Analyze client’s current investments and insurance policies
Placing trades and account management
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing
Education/Qualifications
Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 65 (RIA Only)
4+ years of experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once
Engagement in WEG, broader community and active participation in financial planning community
#LI-CM1
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 be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, 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 expenses
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 (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 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.
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.
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®.
Offices: 505 N. Highway 169, Suite 900, Plymouth, Minnesota 55441, US · 975 34th Ave NW, Suite 250, Rochester, Minnesota 55901, US · 3900 Northwoods Drive, Suite 340, Arden Hills, Minnesota 55112, US · 100 Pierce Road, Suite 105, Itasca, Illinois 60143, US · 60 E 42nd Street, Suite 2400, New York, New York 10165, US
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