<h3>About <a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a></h3><br><p><a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a> 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 90,000 households from our over 175 offices - and growing - nationwide.</p><br><p>Since 1997, <a href="https://himalayas.app/companies/wealth-enhancement">Wealth Enhancement</a> 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 <a href="http://www.wealthenhancement.com/" rel="nofollow ugc noopener noreferrer" target="_blank">www.wealthenhancement.com</a>.</p><br><p>We have an excellent opportunity for a <b>Sr. Financial Planner</b>! This individual will provide support to the Financial Advisors and their clients with the development of comprehensive financial plans and analyses. In addition, the Sr. Financial Planner will serve as a resource to their peers and Advisors with technical planning questions and proactively share their expertise. They will participate in training and mentoring new team members.</p><p>This is a <b>fully remote</b> position.</p><p>In the spirit of pay transparency, we are excited to share the base salary range for this position is <b>$115,000.00 to $130,000.00</b>, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. 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.</p><h3>Primary Job Functions</h3><p>Support the Financial Advisor with the creation of customized financial plans</p><ul><li><p>Organize client’s financial documentation and information as necessary</p></li><li><p>Provide an accurate summary of clients’ personal information, current financial position, and asset allocation</p></li><li><h3>Review and summarize insurance details</h3></li><li><h3>Review and summarize estate plan details</h3></li><li><h3>Review and summarize tax returns details</h3></li><li><p>Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools</p></li><li><p>Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan</p></li><li><p>Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.</p></li><li><p>Complete Financial Plan for delivery to client</p></li><li><p>Record notes and pertinent details in Salesforce regarding client communications, inquir