Teams at Wealth Enhancement Group

The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.

Lead regional new-client acquisition for high-net-worth investors (> $500k), drive revenue and AUM via direct marketing, support advisory teams on complex financial plans, deliver client presentations, qualify prospects, close cases, and ensure smooth transition and ongoing client service.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.