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Wealth Enhancement · 2 weeks ago

Associate Financial Planner

Farmington, UT

Full-time

Onsite

Entry Level

$60K/yr - $80K/yr

1+ years exp

Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Associate Financial Planner will support Financial Advisors in creating comprehensive financial plans, managing client documentation, and participating in financial plan presentations.

Financial ServicesRisk ManagementWealth Management

Responsibilities

Support the Financial Advisor with the creation of customized financial plans

Organize client’s financial documentation and information as necessary

Provide an accurate summary of clients’ personal information, current financial position, and asset allocation

Review and summarize insurance details

Review and summarize estate plan details

Review and summarize tax returns details

Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools

Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan

Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers

Complete Financial Plan for delivery to client

Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary

Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client

Participate in the research and response of general technical planning inquiries from Advisors and other team members

Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals

Identify resource requirements and details

Research and identify necessary data and incorporate as necessary

Format in clean, professional manner for review and approval by applicable parties

Support team and company initiatives and participate in WEGs 'all sharing' collaborative culture

Participate in the planning and implementation of corporate/team initiatives

Attend and participate in Micro-Monday sessions and other company meetings

Provide timely responses to questions

Contribute positively to problem solving

Qualification

Securities licensesInsurance licenseFinancial planning softwareBachelor's degreeFinancial services experienceAnalytical skillsHigh ethical standardsMS Office proficiencyCommunication skillsOrganizational skills

Required

Bachelor's degree in finance, business, accounting preferred

1-3 years previous experience in financial services

Securities licenses for series 7 & 66 (or 7, 63 & 65)

Insurance license in Life, Health & Variable

Basic competency in all areas of financial planning

Basic understanding of the investment platform

Proficiency using financial planning software

Solid communication skills (verbal & written)

Proofreading

Ability to organize and prioritize work to meet deadlines

Analytical skills

Able to work well with all levels of employees

High ethical standards

Proficiency with MS Office

Benefits

Training and professional development

Medical, dental and vision coverage (Available to employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees