Our NYC office is hiring an experienced Financial Advisor, CFP to work with our referral program partners in the NY area. In this role you will build relationships with our partner firms and meet with clients to present our planning services. When clients choose our firm and services, you will become the servicing advisor for that client.

You must possess the CFP designation to be qualified for this role.

Key Functions

  • Work with our partner firms to build relationship and present the services of Wealth Enhancement Group to clients
  • Attend marketing functions and client events
  • Work with clients and provide planning and support services
  • Research and complete any outstanding issues related to the accounts
  • Gather data and prepare summary reports for the use in client reviews; conduct annual reviews
  • Learn product suitability guidelines, financial operational processes and financial sales processes

 Education/Certification Requirements

  • 4 year degree in business, finance or similar
  • 5-7 years of financial planning, client interaction and service administration; investments experience
  • CFP Designation, required
  • Strong interpersonal skills, consultative sales and relationship development
  • Strong attention to detail, ability to work in a fast paced office and respond to advisor partners needs
  • Strong financial planning skills, ability to sell the benefits of our services
  • Proficient with Microsoft Office and CRM experience, Salesforce preferred

 About Wealth Enhancement Group  

Email resume@wealthenhancement.com to apply. 

Wealth Enhancement Group is an Equal Opportunity Employer