New Client Acquisition Associate (Remote Opportunity)

Wealth Enhancement is an independent wealth management firm seeking a New Client Acquisition Associate to identify potential clients for financial advisors. The ideal candidate is a relationship builder with a passion for sales, offering a base salary plus variable compensation.RequirementsBachelor's Degree (or equivalent experience) in business; finance, economics or relatedExperience in Financial Services with outbound sales experience; proven track record of producing consistent sales results and exceeding goalsSeries 7 and 66 (or 63 & 65) preferredAbility to work as a team member; positive solution-focused attitudeStrong phone presence and communication skillsKnowledge of financial planning and advisory practicesProficient with Microsoft Office Suite or related softwareFamiliarity with Salesforce and Support Org functionalityExperience with Workday preferredBenefitsTraining and professional developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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)Originally posted on Himalayas

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