Top 3269 Financial Advisor/Planner Jobs

Sr Financial Planner
Wealth Enhancement Group —Remote
- $115,000 - $157,200 a year
- Full-time
- Remote
- 7 years
- CPA
- Research
- Profit sharing
- Paid parental leave
Financial Analyst
University of New Mexico —Albuquerque, NM
- $4,875.87 - $6,976.67 a month
- Full-time
- Hybrid work
- Background check
- System design
- 3 years
- Paid holidays
- Health insurance
Senior Financial Planner (New Client Development)
Edelman Financial Engines, LLC —Remote
- $250,000 - $325,000 a year
- Remote
- 7 years
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Healthcare Planner
HMC Architects —Los Angeles, CA
- $95,230 - $142,566 a year
- Hybrid work
- 5 years
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Planner
Liyah Financial Co. —Remote
- $40,000 - $80,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Mid-level
- Paid training
- Professional development assistance
Quick Apply
10d
Financial Advisor
Ameriprise Financial —New York, NY
- $55,250 - $66,300 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Managing Director, Financial Advisor
WealthBridge Financial Group —Oregon
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
SYM Financial Advisors —Fort Wayne, IN
- Full-time
- Mid-level
- Bachelor's degree
- Financial services
- Disability insurance
- Dental insurance
Quick Apply
Associate Financial Planner
Edelman Financial Engines, LLC —Remote
- Remote
- Microsoft Outlook
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Associated Bank —Stevens Point, WI
- $48,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Employee stock purchase plan
- Health insurance
Certified Financial Planner Professional
Galecki Financial Management —Fort Wayne, IN
- From $100,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Wealth Planning Liaison
MMG Wealth Management —Grand Haven, MI
- $45,000 - $85,000 a year
- Multiple hires
- Background check
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Tuition reimbursement
Quick Apply
Financial Planner - CPA and CFP/PFS
Aurelius Family Office —Bedford, NH
- Full-time
- 7 years
- CPA
- Research
- Health insurance
- Dental insurance
Quick Apply
14d
Business Associate
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
10d
Tax Planner Associate
Pure Financial Advisors, LLC —San Diego, CA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Stevens Point, WI
- $90,000 - $135,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Profit sharing
- Disability insurance
Quick Apply
Financial Planning Administrative Support
Pure Financial Advisors, LLC —San Diego, CA
- $45,000 - $50,000 a year
- Full-time
- Microsoft Word
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Financial Professional - Retirement Benefits Group
Equitable Advisors —Wichita, KS
- $31,500 - $125,000 a year
- Weekends as needed
- Background check
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
5d

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Sr Financial Planner

Wealth Enhancement Group -
Remote

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Job Details

Full-time
$115,000 - $157,200 a year

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

Financial planning software
Customer communication
CFP
Investment management software
Research
Salesforce Cloud
Bachelor's degree
Financial services
CRM system proficiency
Productivity software

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an excellent opportunity for a Sr. Financial Planner! This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members.

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $115,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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

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

Provide technical planning expertise and support

Participate in the research and response of general technical planning inquiries from Advisors and other team members
Provide subject matter expertise (SME) & support
Proactively share expertise and knowledge via various forums

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
Provide Training support to peers and new team members

Education/Qualifications

Bachelor's Degree in business; finance, economics or related
7+ years in Financial Services
Demonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferred
Superior verbal and written communication skills
Proficient with Microsoft Office Suite or related software
Familiarity with Salesforce and Support Org functionality
Proficiently uses financial planning technology
CFP Required
CPA, EA, JD, MBA, or other advanced designations are preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this career level is $104,800.00 to $157,200.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

#LI-MR1

#LI-Remote

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 be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time 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)

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. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

Financial Advisor/Planner jobs

Sr Financial Planner

Financial Analyst

Senior Financial Planner (New Client Development)

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Financial Planner - CPA and CFP/PFS

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