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 …