Financial Advisor
Wealth Enhancement Group(23 days ago)
About this role
Wealth Enhancement is an independent wealth management firm providing personalized financial planning and investment management to tens of thousands of households across a national office network. The Financial Advisor in the Charleston, WV office works as part of an advisory team to support clients in achieving long-term financial goals and to uphold the firm’s planning-based standards. The role operates within the firm’s training and compliance framework and supports client-facing processes.
Required Skills
- Financial Planning
- Client Management
- Prospecting
- Relationship Management
- Investment Analysis
- Trading
- CRM
- Communication
- Compliance
Qualifications
- 4-Year Degree (Business/Finance/Economics preferred)
- Advanced Designation (CFP/CPA/MBA)
- Series 7
- Series 66
- Series 65
- Insurance License
- 4+ Years Experience
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Wealth Enhancement Group
Similar Jobs
Associate Wealth Advisor
Focus Partners Wealth(30 days ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Investment Advisor I
Quantitative Marketing(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(2 months ago)