Top 26 Financial consultant Jobs in Dunbar Wv

Financial Advisor
Wealth Enhancement Group —Charleston, WV
- $100,000 - $150,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Trust Solutions Advisor
United Bank —Charleston, WV
- Full-time
- Office
- Master's degree
- Bachelor's degree
Corporate Trust Advisor, Sr
United Bank —Charleston, WV
- Full-time
- Microsoft Excel
- 5 years
- Computer literacy
Wealth Management Trainee (WV)
Bankers Life —Charleston, WV
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Advisor
MAI WEALTH MANAGEMENT, INC. —Hurricane, WV
- Full-time
- 5 years
- Finance
- Business development
- Paid parental leave
- Health savings account
Quick Apply
Private Bank Wealth Advisor II
Huntington Bank —Charleston, WV
- Full-time
- Mid-level
- Office
- 3 years
Senior Wealth Advisor
MAI WEALTH MANAGEMENT, INC. —Hurricane, WV
- Full-time
- Finance
- Bachelor's degree
- Accounting
- Paid parental leave
- Health savings account
Quick Apply
Premier Advisor - Charleston, WV
Truist Bank —Charleston, WV
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays
Associate - Northeast Advisor Group
Thrivent —Charleston, WV
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Assistant Controller
Gillmann Services, Inc. —Beckley, WV
Degree in Accounting, Finance, or a related field; CPA not required. Extensive knowledge of GAAP principles, technical accounting standards, and financial…
From $50,000 a year
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2d
Administrative Services Manager 3
State of West Virginia —Kanawha County, WV
Special Requirement: A valid driver's license may be required. This role oversees a team of professional, technical, and clerical staff and acts as the primary…
$52,487 - $92,680 a year
13d

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
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financial consultant jobs near dunbar wv

Financial Advisor

Wealth Enhancement Group -
Charleston, WV

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Job Details

Full-time
$100,000 - $150,000 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

Customer communication
Series 7
Bachelor's degree
Prospecting
Client acquisition
Computer skills
Experience practicing in the securities industry

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 80,000 households from our over 140 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.

Our Charleston office in West Virginia is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client’s expectations. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.

The expected pay range for this Financial Advisor position is $100,000 to $150,000 annually. This range includes a base salary and may receive variable compensation, the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on qualifications, skills, and credentials, education and professional experience, tenure, cost-of living, and demand for the role in the applicable market.

Primary Job Functions

Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity

Facilitate the financial planning process
Discover a prospect or client’s values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics

Source and close prospective clients

Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients

Manage client relationships and client service as needed

Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into the CRM
Present financial advice or plan to client with the Financial Advisor
Meet with client to obtain additional planning information, or to clarify/confirm information provided
Analyze client’s current investments and insurance policies
Placing trades and account management

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology

Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing

Education/Qualifications

Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP, CPA, MBA, etc.)
Series 7, 66 (BD/RIA)
Series 65 (RIA Only)
Insurance Licenses
4+ years of experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
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 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.

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Refine Your Search

financial consultant jobs in dunbar wv

Financial Advisor

Trust Solutions Advisor

Corporate Trust Advisor, Sr

Wealth Management Trainee (WV)

Wealth Advisor

Private Bank Wealth Advisor II

Senior Wealth Advisor

Premier Advisor - Charleston, WV

Associate - Northeast Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

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