Financial Planning Assistant

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 Farmington, UT office is looking for an Financial Planning Assistant to provide support to the Financial Advisors their clients with the development of comprehensive financial plans and analyses.  In addition, the Associate Financial Planner may serve as a resource to their peers and Advisors to help support technical planning questions.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $70,000.00, exclusive of bonuses and benefits.

Primary Job Functions

Support the Financial Advisor with the creation of customized financial plans

• Organize client’s financial documentation and information as necessary

• Provide an accurate summary of clients’ personal information, current financial    position, and asset allocation

• Review and summarize insurance details

• Review and summarize estate plan details

• Review and summarize tax returns details

• Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools

• Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan

• Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers

• Complete Financial Plan for delivery to client

• Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary

• Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client

Participate in the research and response of general technical planning inquiries from Advisors and other team members

Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals

• Identify resource requirements and details

• Research and identify necessary data and incorporate as necessary

• Format in clean, professional manner for review and approval by applicable parties

Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.

• Participate in the planning and implementation of corporate/team initiatives

• Attend and participate in Micro-Monday sessions and other company meetings

• Provide timely responses to questions

• Contribute positively to problem solving

Education/Qualifications

• Bachelor’s degree in finance, business, accounting preferred

• 1-3 years previous experience in financial services

• Securities licenses for series 7 & 66 (or 7, 63 & 65)

• Insurance license in Life, Health & Variable

• Basic competency in all areas of financial planning

• Basic understanding of the investment platform

• Proficiency using financial planning software

• Solid communication skills (verbal & written)

• Proofreading

• Ability to organize and prioritize work to meet deadlines

• Analytical skills

• Able to work well with all levels of employees

• High ethical standards

• Proficiency with MS Office

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. Thus, the entire salary range for those who are classified as the Lead level is $57,750.00 to $126,000.00.  

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