Growth & Practice Consultant (Remote Work Option)

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 75,000 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 a Growth & Practice Consultant. In this role, you will be a key member of our sales team, responsible for coaching and consulting with financial advisors to drive organic growth through the implementation of best practices. You will be responsible for working with a designated group of advisor teams within WEG to align team-level net flow goals with firm-wide net flow goals and then develop and execute team-specific plans to achieve said goals. Through the use of data and live observation/shadowing you will coach advisors within target teams on sales process, tactics and best practices to achieve stated net flows target.

The salary target for this role is $125,000 - $150,000 depending on experience. This role is also eligible for an annual corporate 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

Team Level Consulting on Annual Growth Targets & Plan

• On an annual basis, sit down with target teams to determine team-level organic growth target for the year & align these with firm-level organic growth targets.

• Working with team leads and any other key stakeholders within each team, lay out a strategic plan to achieve growth targets annually.

• Work with team lead regularly to ensure progress is being made towards achieving their Growth Plan.

Individual Advisor Coaching

• Work with individual advisors on their areas of weakness to strengthen.

• Coach advisors to utilize WEG-defined sales process and best practices.

• Shadow & provide immediate feedback on live client/prospect meetings.

• Prep with advisors prior to meetings so advisor goes in with a set game plan, has anticipated objections and knows how to tackle said objections prior to sales meetings with prospects.

• Coach advisors on how to generate more and better referrals from existing client base.

Expert in WEG Central Solutions/Services

• Develop deep knowledge of WEG central solutions provided by the planning, product and investment teams.

• Help educate advisors on how to utilize a variety of solutions to drive growth through both expanding wallet share with existing clients and attracting new clients.

Data Driven Insights

• Utilize advisor level and team level data to provide coaching and consulting services to teams.

• Work with data resources on team to support qualitative insights made by the consultant with quantitative information to strengthen coaching and suggestions.

** Travel up to 50%

Market Analysis & Awareness

• Stay abreast of industry trends around organic growth.

•  Work to identify emerging trends, untapped opportunities and competitive threats within the market and utilize these to drive behavior change for our advisor community.

Education/Qualifications

· Bachelor's Degree in business; finance, economics or related

· Minimum 10 years in Financial Services

· Minimum 5 years in a Sales Leadership or Sales Consulting Role

· Proven ability to leverage data analytics and insights to enhance process & drive results

· Previous experience as a financial advisor strongly preferred

· Strong leadership & team building skills with the ability to inspire and motivate a diverse group

· Superior verbal and written communication skills.

· Proficient with Microsoft Office Suite or related software.

· Familiarity with Salesforce and Support Org functionality

· FINRA Series 7 & 66 & 24 preferred

· CFP® or other planning designation preferred

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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, 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)

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.