{"id":1981956,"url":"https://alion.io/job/wealth-enhancement-group-associate-financial-advisor-4","title":"Associate Financial Advisor","company":{"id":708259,"name":"Wealth Enhancement Group","domain":"wealthenhancement.com","url":"https://alion.io/company/wealth-enhancement-group","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":75,"open_postings":9,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":34,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-06T00:00:00Z","employer_posted_date":"2026-10-06","last_verified_at":"2026-11-02T01:16:11Z","board_verified":true,"closed_at":null,"days_open":27,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":27},"description":"About Wealth Enhancement\nWealth 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 90,000 households from our over 175 offices - and growing - nationwide.\nSince 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.\nOurLong Island office in New York is looking for an Associate Financial Advisor working as part of an advisory team, and on behalf of senior advisors, helps clients achieve their financial goals. Provides client service that exceeds client’s expectations. Helps the team/Company meet objectives for sales growth, client retention and customer service quality.\nThe expected pay range for this Associate Financial Advisor position is $70,000 to $100,000 annually. This range includes a base salary and may receive variable compensation, the company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on qualifications, skills, and credentials, education and professional experience, tenure, cost-of living, and demand for the role in the applicable market.\nPrimary Job Functions\n1) Work with the financial advisory team to actively manage client relationships, service, and WEG’s planning-based standard of identity\na. Assist the Financial Advisor during client meetings and with follow-up\nTake meeting notes and promptly enter into CRM\nPresent financial advice or plan to client with the Financial Advisor\nMeet with client to obtain additional planning information or to clarify/confirm information provided\nb. Analyze client’s current investments and insurance policies\nc. Place trades and account management\n2) Prepare annual reviews as required by the team\na. Systematize the review process utilizing the CRM system\nb. Gather data for client reviews and review client files for additional sales opportunities\nc. Create reviews utilizing the Wealth Enhancement Group review system\nd. Monitor percentage of client’s that were reviewed in the last calendar year\n3) Create financial plans for clients as required by the team\na. Analyze a client’s financial data in light of their financial goals\nb. Meet or call clients to obtain any additional planning information or clarify/confirm information provided\nc. Prepare client information to present to the Roundtable, if required\nd. Work effectively and professionally with the Financial Planning department, if required\n4) Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology\n5) Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing\nEducation/Qualifications\nRequires a 4-year degree; business, finance, economics preferred\nAdvanced designation or working toward obtaining (CFP, CPA, MBA, etc.)\nSeries 7, 66 (BD/RIA)\nSeries 65 (RIA Only)\nInsurance Licenses\n2+ years of experience within the wealth management industry\nAbility to prepare client reviews and assist in meetings with senior advisors\nMust possess excellent analytical, organizational, and communication skills (both oral & written)\nMust be able to manage multiple projects at once\nEngagement in the community\nOSHA Requirement\nThis 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.\nComprehensive Benefits Offerings\nOur 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 be eligible to participate in the following benefits & development opportunities:\nTraining and professional development\n\nMedical, dental and vision coverage (Available to full-time employees and their families)\n\nHealth Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses\n\nLife and AD&D insurance - employer paid and voluntary options\n\nShort-term and long-term disability, workers compensation - employer paid\n\n401k with match and profit sharing\n\nWellness programs and resources\n\nVoluntary benefits, including pet insurance\n\n18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)\n\n12 paid holidays each year (10 pre-determined and 2 floating days)\n\nPaid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)\n\nReimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)\n\nShould you need reasonable accommodation when completing the application form or during the selectionprocess, contact the Human Resources Department at 763-417-1700\nInformation provided on this application will be kept confidential and only be shared with those involved in the selection process.\nEqual Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.\nClick the following link to view Federal and E-Verify posters: Link\nOSHA 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.\nWealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. 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