VP, Financial Advisor

Qualifications: Requires a 4-year degree; business, finance, economics preferred Series 65 or 7/66 Advanced designation preferred (CFP)Insurance Licenses Substantial experience within the wealth management industry Ability to source and convert prospects to clients and provide high-level planning-oriented service Possess excellent analytical, organizational, and communication skills (both oral & written)Ability to manage multiple projects at once Engagement in WEG, broader community and active participation in financial planning community 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, dental and vision coverage (Available to employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)12 paid holidays each year (10 pre-determined and 2 floating days)Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)