New Client Acquisition Associate
Wealth Enhancement Group
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 90 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.
Because our organization is experiencing exciting growth, we are seeking to add a New Client Acquisition Associate to our team. The New Client Acquisition Associate generates interest and screens potential clients for our financial advisors. The ideal candidate is an energetic and driven relationship builder with a passion for sales. This position offers a base salary plus variable compensation based on appointments set. This role can be performed remotely from any location in the United States.
Mostly 10:00 to 7:00pm Central /8:00 to 5:00 pm Pacific with flexibility to work 1 Saturday shift a month. (The shift options are 9AM -12 PM or 12 PM – 3PM; this shift is eligible for pay differential.)
The salary target for this role is $80,000- $90,000; this position is also eligible for a bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
Primary Job Functions
Initiate the Advisor Opportunity Sales Pipeline
Produce sales results by developing and qualifying leads
Screen prospective clients and set appointments for financial advisors
Create a high volume of outbound dials and email activity
Travel to national new client lunch and dinner seminars
Communicate company value proposition
Partner with Marketing to communicate company brand and messaging
Understands current marketing channels and event campaigns
Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values
Utilize Salesforce customer relationship management
Use Salesforce high velocity sales applications to prioritize work queues
Accurately and efficiently record data entry of interactions with prospects
Input new client Opportunities for advisors, ensuring proper data and reporting
Utilize advisor rotation software to ensure accurate prospect assignment
Build and maintain financial industry knowledge
Comply with the securities industry rules and regulations
Maintain awareness of current market trends and education
Expand financial industry knowledge and experience
BS in Business, Finance, Economics or related - preferred
2+ years financial services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals
FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
Salesforce experience is a plus
Ability to work as a team member; positive solution-focused attitude
Strong phone presence and communication skills
Excellent organizational and follow-up skills with the ability to process complex operational work
Travel up to 10%
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
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
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.
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