Accelerate your career.

Explore opportunities across TA's portfolio

Vice President, Financial Advisor

Wealth Enhancement Group

Wealth Enhancement Group

Accounting & Finance
Milwaukee, WI, USA
Posted on Tuesday, July 11, 2023

Job Description:

About Wealth Enhancement Group

Wealth Enhancement Group is an independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, we now have over 83 offices nationwide and are rapidly expanding through organic growth and acquisition.

Our mission is to work together to improve our clients’ lives by providing them with the team-based expertise and resources they need to simplify their financial life. We share perspectives. We explore every point of view. We believe the best ideas are born from collaboration. And we’re looking for like-minded individuals to join our team.

We are seeking an experienced Vice President, Financial Advisor in Milwaukee, WI. This role will work as part of an advisory team, focused on helping clients achieve their financial goals, and provide client service that exceeds our client’s expectations. Our team members work together to meet company objectives for sales growth, client retention and customer service quality.

Job Functions

Manage client relationships to WEG’s planning-based standard of identity.

  • Facilitate the financial planning process
  • Prepare and conduct annual reviews, including both panning and investment topics
  • Ensure ongoing client support and communication

Source, nurture, and close prospective clients.

  • Proactively work with clients to broaden our services to them
  • Close leads provided by various WEG marketing channels
  • Create opportunities within your network
  • Drive referrals from existing clients

Mentor and train individuals on the team in technical areas of financial planning and client service.

  • Educate on the Wealth Enhancement Group planning process
  • Educate on overall financial planning matters

Participate in Wealth Enhancement Group trainings, educational events, coaching programs.

Adhere to the Wealth Enhancement Group Corporate Communication Strategy and maintain good compliance standing.

Education/Skill Requirements

  • 4-year degree; business, finance, economics preferred
  • 5+ years’ prior experience as a Financial Advisor
  • Advanced designation required (CFP, CPA, MBA, etc.)
  • Series 65 (RIA Only)
  • Insurance licenses
  • Ability to source and convert prospects to clients and provide high-level planning-oriented service to a fast growing book of business
  • Possess excellent analytical, organizational, and communication skills (both oral & written)
  • Ability to manage multiple projects at once
  • Engagement in WEG, broader community, and active participation in financial planning community

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development and work/life harmony. You may participate in the following benefits & development opportunities:

  • Training and professional development
  • Medical and dental coverage
  • 401k – with match and profit sharing
  • Health care spending and savings accounts
  • Dependent care spending account
  • Vision coverage
  • Wellness programs and resources
  • Life insurance – employer paid
  • Short-term and long-term disability – employer paid
  • Paid Time Off
  • 10 paid holidays each year
  • Paid parental leave
  • Tuition reimbursement


Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans.

If you want to view the EEO is the Law poster, please choose your language:
EnglishSpanish Chinese

If you want to view the EEO is the Law Supplement poster, please choose your language: English SpanishChinese

If you want to view the Pay Transparency Policy Statement, please click the link: English