Financial Advisor
Wealth Enhancement Group(1 month ago)
About this role
Wealth Enhancement is an independent wealth management firm that provides personalized financial planning and investment services to over 80,000 households through 140+ offices nationwide. This Financial Advisor position is based in Lee’s Summit, MO and joins a growing advisory team. The firm emphasizes team-based Roundtable and UniFi planning processes and long-term client relationships.
Required Skills
- Financial Planning
- Client Relationships
- Investment Management
- Prospecting
- Annual Reviews
- Mentoring
- Compliance
- Communication
- Analytical Skills
- CRM
Qualifications
- Bachelor's Degree
- CFP
- Series 7
- Series 66
- Series 65
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