Job Overview
Employment Type
Hourly
Compensation
Type:
Hourly
Rate:
Range $22.00 - $26.00
Work Schedule
Standard Hours
Benefits
training and professional development
Medical Coverage
dental coverage
vision coverage
Health savings account
Flexible spending account
Life insurance
accidental death and dismemberment insurance
short-term disability
long-term disability
workers compensation
401k with match
Profit sharing
wellness programs
voluntary benefits
Paid Time Off
Paid holidays
Paid parental leave
paid caregiver leave
Tuition Reimbursement
Job Description
Wealth Enhancement is a well-established independent wealth management firm known for its passionate approach to enriching the lives of its clients through personalized financial planning. Founded in 1997, the company has grown to serve over 80,000 households from more than 140 offices nationwide. Wealth Enhancement is dedicated to raising the standard of wealth management by offering specialized knowledge and attentive service that goes beyond conventional methods. The firm employs innovative team-based processes, such as Roundtable and UniFi, to deliver customized financial plans and investment management services that meet the unique needs of each client. By continually striving to perfect their... Show More
Job Requirements
- Bachelor's degree or equivalent experience in business, finance, economics or related field
- Customer service training, knowledge or experience
- Ability and interest to learn financial concepts and products
- Ability to work with deadlines, be flexible under pressure and prioritize work
- Ability to work as a team member
- Ability to learn WEG's sales model
- Ability to learn WEG/LPL processes and procedures
- Ability to learn financial product features and riders
- Ability to learn the review process and how reviews are completed
- Strong attention to detail
- Good problem-solving skills
- Superior verbal and written communication skills
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality
- Experience with Workday preferred
Job Qualifications
- Bachelor's degree or equivalent experience in business, finance, economics or related field
- Customer service training, knowledge or experience
- Ability and interest to learn financial concepts and products
- Ability to work with deadlines, be flexible under pressure and prioritize work
- Ability to work as a team member
- Ability to learn WEG's sales model
- Ability to learn WEG/LPL processes and procedures
- Ability to learn financial product features and riders
- Ability to learn the review process and how reviews are completed
- Strong attention to detail
- Good problem-solving skills
- Superior verbal and written communication skills
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality
- Experience with Workday preferred
Job Duties
- Ensures accurate completion of prospect / new client paperwork and set up
- Follow up on funds transfer from surrendering company
- Maintains CRM database and client files
- Research and follow up on any issues with Broker/Dealer, WEG Operations, and vendors
- Record incoming assets to appropriate blotting tool
- Dialogues with client to understand their personal history and current financial needs
- Prepares account transactions, trades, deposits, withdrawals, RMDs
- Communicates to understand client requests, determines actions needed, communicates to advisor or resolves issues, including death claim processing
- Works with client’s tax or legal counsel on concerns
- Gathers client data and prepares materials for client meetings and reviews
- Conducts tax research (1099s)
- Completes client review follow up needs
- Demonstrates knowledge and executes WEG’s Suitability Guidelines, operational processes and sales model
- Understands financial terminology and products
- Proficient in annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
- Attends client services and company educational events
- May attend vendor presentations
- Assists Advisor Team Operations to streamline processes
- Completes operational projects supporting enhancements and changes
- Communicates process and sales updates to the team
- Mentors and trains Client Service Associates
- Manages vendors to Service Level Agreements
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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