1 Job in Itasca, IL
Wealth Enhancement Group is Hiring a Financial Planner Near Itasca, IL
Since 1997, Wealth Enhancement Group 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 Itasca, IL office is looking for a talented Financial Planner to provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Financial Planner will serve as a resource to their peers and Advisors to help support technical planning questions and may participate in training and mentoring new team members. This role can be remote.
The salary target for this role is $75,000.00 – 85,000.00; this position is eligible for an annual team bonus.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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 FunctionsSupport 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
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
- 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
- Provide Training support to peers and new team members
- Bachelor's Degree in business; finance, economics or related
- 3 years in Financial Services
- Superior verbal and written communication skills.
- Proficient with Microsoft Office Suite or related software.
- Familiarity with Salesforce and Support Org functionality
- Proficiently uses financial planning technology
- FINRA Series 65 OR 66 OR one of the following advanced designations: CFP, CFA, ChFC, CIC, or PFS
Comprehensive Benefits OfferingsOur benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
- Training and professional development
- Medical and dental coverage
- 401k – with match and profit sharing
- Health care spending and savings accounts
- Dependent care spending account
- Vision coverage
- Wellness programs and resources
- Life insurance – employer paid
- Short-term and long-term disability – employer paid
- Paid Time Off
- 10 paid holidays each year
- Paid parental leave
- Tuition reimbursement
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Job Summary
Full Time
Business Services
$94k-112k (estimate)
05/31/2024
06/27/2024
wealthenhancement.com
SAINT PAUL, MN
200 - 500
1997
Private
JENNIFER GAGNER
$10M - $50M
Business Services
Related Companies
About Wealth Enhancement Group
Wealth Enhancement Groupprovides wealth management and retirement planning services for individuals and businesses.
The job skills required for Financial Planner include Planning, Microsoft Office, Problem Solving, Initiative, Written Communication, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
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Step 3: View the best colleges and universities for Financial Planner.
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