Financial Advisor
Wealth Enhancement Group(1 year ago)
About this role
A Financial Advisor at Wealth Enhancement Group works as a member of an advisory team delivering personalized wealth management through the firm’s team-based Roundtable and UniFi processes. Based in the West Houston office, the role supports the firm’s planning-focused approach to serving client households while representing WEG’s service standards and community engagement.
Required Skills
- Financial Planning
- Client Service
- Relationship Management
- Prospecting
- Investment Analysis
- Trading
- CRM
- Communication
- Compliance
- Insurance
Qualifications
- 4-year Degree
- CFP
- CPA
- MBA
- Series 7
- Series 66
- Series 65
- Insurance Licenses
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