New Client Acquisition Specialist

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, please visit www.wealthenhancement.com.

We have an exciting opportunity for a New Client Acquisition Specialist that will play a key role in identifying potential clients for our financial advisors. This ideal candidate is an energetic and driven relationship builder with a passion for sales.  This position offers a base salary plus variable compensation based on an appointment set. We're specifically seeking candidates who reside in the Pacific or Mountain time zones.

The working hours for this role are from 9AM to 5PM PST and the candidate must reside in either the Pacific or Mountain time zones to align with team collaboration and business hours. There is also flexibility to work Saturdays (this Saturday shift is from 9AM-12PM or 12PM-3PM, as well as optional weekday late shifts from (5PM-8PM); these shifts are eligible for pay differential) .

In the spirit of pay transparency, we are excited to share this role includes a base salary of $50,000, along with a variable compensation plan. The variable component is performance-based, with the potential to bring total annual compensation into the $70,000–$100,000 range, depending on individual and team performance metrics. This role in addition has full-benefits.

Primary Job Functions:
Initiate the Advisor Opportunity Sales Pipeline
Produce sales results by developing and qualifying leads

Screen prospective clients and set appointments for financial advisors

Create a high volume of outbound dials and email activity

Communicate company value proposition
Partner with Marketing to communicate company brand and messaging

Understands current marketing channels and event campaigns

Enthusiastically communicates the company’s service offering (planning, investment, tax, trust services, etc.) and purpose, mission, and values

Utilize Salesforce customer relationship management
Use Salesforce high velocity sales applications to prioritize work queues

Accurately and efficiently record data entry of interactions with prospects

Input new client Opportunities for advisors, ensuring proper data and reporting

Utilize advisor rotation software to ensure accurate prospect assignment

Build and maintain financial industry knowledge
Comply with the securities industry rules and regulations

Maintain awareness of current market trends and education

Expand financial industry knowledge and experience

Education/Qualifications:
Bachelor's Degree (or equivalent experience) in business; finance, economics or related

Experience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goals

Series 7 and 66 (or 63 & 65) preferred

Ability to work as a team member; positive solution-focused attitude

Strong phone presence and communication skills

Knowledge of financial planning and advisory practices

Proficient with Microsoft Office Suite or related software.

Familiarity with Salesforce and Support Org functionality

Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified in this position is $67,300.00 to $97,600.00.

However, for this specific opening, the expected base salary is $50,000, which is aligned with our current compensation strategy for new hires in this role. In addition to the base salary, this position includes a variable compensation component based on individual and team performance. This performance-based incentive structure is designed to bring total annual compensation into the $70,000–$100,000 range, depending on results.

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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 be eligible to participate in the following benefits & development opportunities:
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

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.

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.