About Wealth Enhancement Group
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 61,000 households from our over 100 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 have an excellent opportunity for an Internal Sales Specialist. This role is responsible for supporting our Regional Vice Presidents (RVPs) in their pursuit of new client relationships. As an Internal Sales Specialist you are an integral part of the business unit’s sales team and best-in-class support structure. The role requires a broad understanding of wealth management practices and financial planning. (This is a remote work opportunity.)
The salary target for this role is $80,000.00 - $90,000.00 depending on experience. This role is also eligible for an annual 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 Functions
Rapid response
Acknowledge incoming referrals with internal processors for immediate action
Make initial contact with referring external partner in optimal response time
Help process leads in company systems for RVP and Advisor access
Sets initial client meetings & gathers appropriate case information for RVP
Oversees sales cycle
Pre-intro communications and scheduling
Post-intro communications and data gathering
Plan proposals and deliverable completion
Presentation coordination and onboarding experience
Sales team support
Partner with regional sales leadership to oversee new business pipeline
Coordinate with central support teams on sales related activity
Other duties and obligations as reasonably assigned or requested
Education/Qualifications
Bachelor’s degree in business, financial services or related field (preferred)
2+ years applicable experience, ideally in financial services
FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
Basic knowledge of RIA and custodial platforms and investment products
Strong oral, written and presentation skills
Ability to train and coach others
Experience with Microsoft Office suite and Salesforce
Must be in good compliance standing with all rules, regulations, and policies
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Comprehensive Benefits Offerings
Our 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
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
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.
