Jobs at Wealth Enhancement Group

The Vice President, Financial Advisor will manage client relationships, facilitate financial planning, assist in closing new client leads, and provide high-quality financial advice, while navigating complex financial contexts.

Lead regional new-client acquisition for high-net-worth investors (> $500k), drive revenue and AUM via direct marketing, support advisory teams on complex financial plans, deliver client presentations, qualify prospects, close cases, and ensure smooth transition and ongoing client service.

Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.

The VP, Corporate Executive Program will lead and expand a wealth planning platform for corporate executives, driving revenue and advisor engagement through specialized planning solutions.

Assist the advisory team in managing client relationships, preparing financial plans, and providing excellent service during client meetings. Analyze investments and create reviews for clients.

Support regional marketing VPs by processing and qualifying leads, scheduling and coordinating client meetings, assisting throughout the sales cycle, preparing proposals, and handling post-close onboarding. Partner with sales leadership and central teams to manage pipeline and deliverables. Use CRM and financial planning tools and apply AI tools to improve productivity.

Provide financial planning and investment management support to clients and senior advisors, source and close new clients, conduct annual reviews, manage accounts and trades, maintain CRM records, and adhere to firm processes, training, and compliance standards.

Provide technical tax advice, prepare and amend multi-entity tax returns, create tax projections, conduct research, support audits, collaborate with Financial Advisor teams, train staff, drive process improvements, and promote WETCS services to clients.

Coordinate and support investment-adviser and ERISA compliance programs, perform SEC filings (13H/13F), review GIPS and sales literature, assist Advisory Solutions compliance operations, document SOPs, drive process improvements, and use data analytics and AI tools to identify compliance risks and support reporting and control testing.

The Financial Advisor will manage client relationships, assist with complex financial planning, source new clients, and present advice in alignment with WEG standards.

Work as part of an advisory team to manage and grow a client portfolio, facilitate comprehensive financial planning, prepare and conduct annual reviews, source and close new clients, assist with account management and trades, maintain CRM records, and participate in training and community engagement. This is a succession opportunity for an established book.

As a Financial Advisor, manage client relationships, facilitate comprehensive financial planning, drive referrals, and mentor team members while ensuring compliance with corporate strategies.

Provide high-level, planning-oriented wealth management: manage and grow client relationships, facilitate financial planning, source and close prospects, mentor team members, maintain compliance, and participate in firm training and community engagement.

The Financial Advisor manages client relationships, facilitates financial planning, conducts annual reviews, sources clients, presents plans, and assists senior advisors.

Provide tax preparation, review, and planning for individuals, trusts, estates, partnerships, and corporations; ensure compliance and timely filings; support tax notices and audits; collaborate with advisors on tax-efficient strategies; maintain tax research, projections, tools, and client education materials. Seasonal full-time (Jan–Apr) with potential part-time after tax season.

Provide operational leadership and portfolio accounting expertise for ultra-high-net-worth (UHNW) clients. Design and deliver customized performance reporting, manage alternative and manual accounts in Orion/Addepar, troubleshoot complex discrepancies, build scalable UHNW reporting processes, and partner cross-functionally to support advisors and improve operations.

Administer and analyze variable advisor compensation, process semi-monthly payroll cycles, maintain compensation system and Salesforce dashboards, develop reporting and integration support for advisor team setups, communicate with advisors to resolve compensation questions, and recommend process or system improvements.

Partner with clients to provide comprehensive financial planning and investment management. Facilitate planning, analyze investments and insurance, conduct annual reviews, convert prospects, manage client service and trades, maintain CRM records, and ensure compliance while participating in training and firm processes.

Serve high-net-worth clients referred through custodial channels by delivering comprehensive financial planning and investment management. Manage client relationships, conduct annual reviews, prepare and present plans, analyze investments and insurance, place trades, drive referrals, assist in closing prospects, and maintain CRM and compliance standards.