New Client Acquisition Specialist (Remote Opportunity)

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.

We are seeking experienced financial services professionals to join our team as a New Client Acquisition Specialist. In this role, you will be responsible for qualifying and scheduling potential clients through various channels. Once qualified, you will schedule introductory meetings between the potential client and one of our Financial Advisors. This is a dynamic role that blends prospect engagement, financial sales and industry expertise. 

In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000, along with a variable compensation plan. The variable component is performance-based, with the potential to bring total annual compensation into the $80,000–$90,000 range, depending on individual and team performance metrics. In addition, this role offers full-benefits. 

Key Responsibilities 

• Qualify prospective clients from marketing campaigns, media channels, website inquiries, seminars, and inbound/outbound calls 

• Engage warm leads through phone and written communication to convert interest into scheduled meetings 

• Support lead generation campaigns and seminar-related outreach 

• Coordinate sending of introductory packets and pre-appointment materials 

• Enter and manage perspective client data in Salesforce; schedule meetings with advisors 

• Stay current on financial services industry trends, products, and company offerings 

• Ensure compliance with industry regulations and internal procedures 

Education/Qualifications 

• Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent experience) 

• Minimum 2 years of sales experience in financial services, preferred 

• Strong understanding of financial planning and advisory practices 

• Excellent verbal and written communication skills 

• Proficiency in Microsoft Office Suite 

• Familiarity with Salesforce is a benefit 

 Why Join Us? 
This is an evergreen opportunity, meaning we accept applications on an ongoing basis and review candidates as openings become available. If you're passionate about helping clients achieve their financial goals and thrive in a fast-paced, client-focused environment, we encourage you to apply.  

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qua