Job summary
Job post source
This job is directly from Wealth Enhancement
Job overview
The Financial Planner at Wealth Enhancement supports Financial Advisors by developing comprehensive financial plans and providing technical expertise to enhance client wealth management.
Responsibilities and impact
The role involves creating customized financial plans, organizing client financial data, using planning tools, communicating with clients and advisors, supporting team resources, participating in company initiatives, and training peers.
Compensation and benefits
The base salary range is $80,000 to $85,000, with eligibility for annual team bonuses and comprehensive benefits including 401k with match and profit sharing, wellness programs, and professional development opportunities.
Experience and skills
Requires a Bachelor's degree in business, finance, economics or related field, 2-4 years in financial services, strong communication skills, proficiency with Microsoft Office, Salesforce, financial planning technology, and preferably FINRA Series 65 or 66 licenses.
Career development
Opportunities include training, mentoring new team members, and participating in professional development programs.
Work environment and culture
Wealth Enhancement promotes a collaborative culture with team-based processes, open communication, and participation in company meetings and initiatives.
Company information
Wealth Enhancement is an independent wealth management firm founded in 1997, serving over 80,000 households with personalized financial planning and investment management from more than 140 offices nationwide.
Team overview
The Financial Planner will join the Elk Grove Village, IL office, supporting Financial Advisors and collaborating with peers in a team-oriented environment.
Job location and travel
The position is based in Elk Grove Village, IL, with a typical office environment requiring some physical activity such as standing or sitting for long periods and filing documents.
Application process
Applicants are encouraged to apply with compensation expectations; reasonable accommodations are available during the application process by contacting Human Resources.
Unique job features
The role offers unique involvement in Wealth Enhancement's Roundtable and UniFi planning processes, use of advanced financial planning tools, and active participation in corporate initiatives and training.
Company overview
Wealth Enhancement Group is a financial services firm that specializes in providing comprehensive financial planning and investment management solutions. They generate revenue through advisory fees, financial planning services, and investment management for individuals, families, and businesses. Founded in 1997, the company has grown significantly through strategic acquisitions and organic growth, establishing a strong presence across the United States. Wealth Enhancement Group is known for its team-based approach, integrating financial advisors, specialists, and technology to deliver personalized financial strategies. Candidates should be aware of the firm's commitment to client-centric service and its emphasis on holistic financial planning.
How to land this job
Tailor your resume to emphasize your experience in financial planning support, proficiency with tools like MoneyGuide Pro, eMoney, Morningstar, and Salesforce, and your ability to create comprehensive financial plans and analyses.
Highlight your skills in organizing client financial documentation, summarizing insurance, estate and tax details, and collaborating with Financial Advisors and Advanced Planning peers to identify opportunities and recommendations.
Apply through multiple channels including Wealth Enhancement’s corporate careers page, LinkedIn job postings, and reputable financial services job boards to maximize your application visibility.
Connect with current Financial Planners or Advisors at Wealth Enhancement on LinkedIn, initiating conversations with ice breakers like commenting on their recent client success stories, asking about their experience with the Roundtable and UniFi processes, or expressing interest in their approach to personalized financial planning.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'MoneyGuide Pro,' 'eMoney,' 'Salesforce,' 'client communication,' and 'financial analysis' to enhance your chances of passing initial screenings.
Use Jennie Johnson's Power Apply feature to automate resume tailoring, identify multiple application sites, and find LinkedIn connections to network with, allowing you to focus more effectively on preparing for interviews and building your expertise.
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