Financial Advisor
Wealth Enhancement, Bangor, ME, United States
About Wealth Enhancement
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 80,000 households from our over 140 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, visit www.wealthenhancement.com.
Wealth Enhancement Group has an exciting opportunity for a
Financial Advisor
to join a successful and growing team in Bangor, ME. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Expected pay range for this position is $70,000 to $100,000 annually. This range may include a base salary plus variable compensation. Compensation will depend on your qualifications, skills, credentials, education and performance. A full benefits suite is offered, including health and dental insurance, 401(k) retirement plan, paid time off and other benefits.
Primary Job Functions
Manage existing client relationships to WEG’s planning‑based standard of identity
Facilitate the financial planning process
Discover a prospect or client’s values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics
Ensure ongoing client support and communication
Source and close prospects
Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients
Mentor and train team members on technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning process
Educate on overall financial planning matters
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and become proficient in advisor/client‑facing technology.
Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.
Education and Qualifications
4‑year degree in business, finance, economics or related field
5 to 10 years of experience servicing clients in the wealth management industry
Series 65 (RIA Only)
CFP preferred
Ability to provide high‑level planning‑oriented service
Excellent analytical, organizational, and communication skills (oral & written)
Ability to manage multiple projects simultaneously
Active engagement in WEG, broader community, and financial planning community
Comprehensive Benefits Offerings
Training and professional development
Medical, dental and vision coverage (available to full‑time 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
401(k) with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (accrued annually; 25 PTO days after 4 years of service)
12 paid holidays each year (10 predetermined 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)
Reasonable Accommodation
To obtain a reasonable accommodation for the application or selection process, contact the Human Resources Department at 763‑417‑1700.
Confidentiality
Information provided on this application will be kept confidential and only shared with those involved in the selection process.
Equal Opportunity Employer
We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Workplace Requirements
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use the computer systems.
Additional Information
Wealth 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. Your personal information is handled in accordance with applicable data protection laws.
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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 80,000 households from our over 140 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, visit www.wealthenhancement.com.
Wealth Enhancement Group has an exciting opportunity for a
Financial Advisor
to join a successful and growing team in Bangor, ME. The Financial Advisor will partner with the lead advisor and team to provide exceptional financial plans, financial advice and reviews to assist clients in achieving their financial goals. Our team members work together to meet company objectives for customer service quality, client retention and sales growth.
Expected pay range for this position is $70,000 to $100,000 annually. This range may include a base salary plus variable compensation. Compensation will depend on your qualifications, skills, credentials, education and performance. A full benefits suite is offered, including health and dental insurance, 401(k) retirement plan, paid time off and other benefits.
Primary Job Functions
Manage existing client relationships to WEG’s planning‑based standard of identity
Facilitate the financial planning process
Discover a prospect or client’s values, goals and objectives
Understand their current financial situation
Engage them in the financial planning process
Prepare and conduct annual reviews, including both planning and investment topics
Ensure ongoing client support and communication
Source and close prospects
Proactively follow up with clients who have not implemented financial plan
Close leads provided by various WEG channels (Marketing, CRP, etc.)
Create opportunities within your network
Drive referrals from existing clients
Mentor and train team members on technical areas of financial planning and client service
Educate on the Wealth Enhancement Group planning process
Educate on overall financial planning matters
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and become proficient in advisor/client‑facing technology.
Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and maintain good compliance standing.
Education and Qualifications
4‑year degree in business, finance, economics or related field
5 to 10 years of experience servicing clients in the wealth management industry
Series 65 (RIA Only)
CFP preferred
Ability to provide high‑level planning‑oriented service
Excellent analytical, organizational, and communication skills (oral & written)
Ability to manage multiple projects simultaneously
Active engagement in WEG, broader community, and financial planning community
Comprehensive Benefits Offerings
Training and professional development
Medical, dental and vision coverage (available to full‑time 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
401(k) with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (accrued annually; 25 PTO days after 4 years of service)
12 paid holidays each year (10 predetermined 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)
Reasonable Accommodation
To obtain a reasonable accommodation for the application or selection process, contact the Human Resources Department at 763‑417‑1700.
Confidentiality
Information provided on this application will be kept confidential and only shared with those involved in the selection process.
Equal Opportunity Employer
We are an Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Workplace Requirements
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use the computer systems.
Additional Information
Wealth 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. Your personal information is handled in accordance with applicable data protection laws.
#J-18808-Ljbffr