Vice President, Financial Advisor
Wealth Enhancement Group(2 months ago)
About this role
The Vice President, Financial Advisor will join Wealth Enhancement's San Diego team to serve clients acquired through custodial referral channels. The role focuses on closing and servicing new clients while delivering personalized financial planning and investment management to help clients meet their financial goals. This is a hybrid position with a schedule that includes client and prospect meetings.
Required Skills
- Financial Planning
- Client Service
- Investment Analysis
- Account Management
- CRM
- Trading
- Communication
- Sales
- Microsoft Office
- Salesforce
Qualifications
- Bachelor's Degree
- Series 65
- Series 7
- Series 66
- CFP
- CFA
- CPA
- IAR
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