Jobs at Wealth Enhancement Group

Collect, clean, and validate data from multiple sources; analyze datasets to identify trends and KPIs; develop and maintain SQL queries and Excel workbooks; create visualizations; present findings to non-technical stakeholders; collaborate with business partners to translate requirements into data-driven recommendations and support the finance analytics ecosystem.

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.

The Senior Business Analyst supports practice management by translating requests into deliverables, managing reporting and analytics, and overseeing business systems like Salesforce and ActiFi. Responsibilities include data governance, documentation and automation initiatives, and stakeholder communication.

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 Financial Advisor will manage client relationships, facilitate financial planning, source new clients, and provide ongoing client service and investment management.

The Financial Advisor will support clients in achieving financial goals through personalized planning, manage client relationships, and mentor teams.

Serve as a senior advisory team member delivering comprehensive financial planning and investment management for UHNW clients. Manage relationships, facilitate planning reviews, source and close prospects, mentor team members, ensure compliance, and participate in trainings and community engagement to drive retention and sales growth.

The Administrative Assistant will provide front office coverage and administrative support, ensuring smooth operations and a positive experience for clients at Wealth Enhancement.

Support two Financial Advisors with client onboarding, account setup, documentation, transaction processing, client reviews, and financial plan preparation. Maintain CRM records, coordinate with internal teams and external vendors, assist with asset transfers and reporting using tools like Morningstar and BRT, and ensure compliance with company processes and suitability guidelines.

The Financial Advisor will manage client relationships, assist with financial planning, source and close new clients, and engage in compliance and team training.

The Associate Financial Advisor will support senior advisors in managing client relationships, preparing financial plans, and analyzing investments while ensuring excellent client service.

As a Financial Advisor, you will manage client relationships, facilitate financial planning, source clients, and provide investment advice while ensuring compliance and enhancing client service.

Support senior advisors by managing client relationships, preparing financial plans and annual reviews, analyzing investments and insurance, placing trades, entering CRM notes, and participating in trainings while ensuring compliance and strong client service.

The Financial Advisor will provide financial planning and advice, manage client relationships, mentor team members, and source new clients while ensuring compliance with corporate strategies.

Lead and coach a team of Regional Vice Presidents to drive new client acquisition, manage performance, refine onboarding, run pipeline reviews, and report results to firm leadership.

The Associate Regional Vice President will drive business development, manage relationships with custodial partners, and transition clients to WEG advisors, requiring travel and excellent communication skills.

The Counsel – Equity Management will oversee equity compensation compliance, advise on regulatory matters, manage equity transactions, and draft legal documentation.

The Associate Regional Vice President is responsible for business development, managing relationships with custodial partners, and transitioning clients to WEG Advisors. The role involves educating clients, conducting presentations, and understanding client needs while adhering to company communication strategies.

The Associate Regional Vice President focuses on business development, managing relationships, and educating clients regarding wealth management services while aiming to close and transition clients to WEG advisors.

The Sr. Supervision Manager will lead the supervision team, ensuring compliance with regulatory standards, enhancing supervisory processes, and managing the performance of Supervision Analysts.