Our Boca Raton office in Florida 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.
In the spirit of pay transparency, we are excited to share that the base salary range for this position is $130,000-$150,000, exclusive of bonuses and benefits. This position is also eligible for a variable compensation and participation in our equity program.
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. 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
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity
Source and close prospective clients
Manage client relationships and client service as needed
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
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