Jobs at Wealth Enhancement Group

Prepare individual, trust and estate, gift, and related business tax returns for high-net-worth clients. Conduct tax research, identify planning opportunities, support wealth management teams, monitor tax law changes, maintain tax software proficiency, and contribute to process improvements, revenue opportunities, and client service delivery. This is a temporary full-time seasonal assignment from December 1, 2026, through April 30, 2027.

Develop and qualify prospective clients for financial advisors through high-volume outbound calls and emails. Screen prospects, set advisor appointments, communicate the firm's wealth management services, and maintain accurate opportunity data in Salesforce. The role also requires compliance with securities regulations, ongoing financial industry knowledge, collaboration with Marketing, and effective use of AI and digital tools.

Prepares and reviews individual, trust, estate, partnership, S corporation, and C corporation tax returns; supports amended returns, tax notices, projections, planning, research, and quality assurance. Organizes client documents, analyzes financial and tax information, applies tax laws, uses tax software and digital tools, and collaborates with advisors, clients, and tax professionals. The role emphasizes professional development toward CPA or EA certification and future full-cycle tax service responsibilities.

Manages a portfolio of high-net-worth tax clients, serving as the primary contact for tax preparation, planning, projections, advisory services, notices, and audits. Prepares and reviews complex individual, business, trust, estate, and multi-state returns; conducts tax research; identifies savings opportunities; and leads client meetings. Collaborates with financial advisors, delegates work to junior staff, reviews technology-assisted output, manages deadlines, and provides clear, proactive tax guidance.

Manages tax operations workflows, including client documentation, engagement letters, organizers, tax forms, e-filing, system data setup, workflow tracking, reporting, invoicing, and record keeping. Engages with clients, financial advisors, and tax advisors to resolve issues and maintain accurate information. Supports process improvement, team collaboration, and use of AI and digital tools. This is a remote role requiring peak-season flexibility and strong organizational, communication, and tax operations experience.

Independently manages high-net-worth client portfolios and provides complex tax preparation, planning, projections, advisory, research, and notice resolution. Prepares and signs individual, business, trust, and estate returns; represents clients before taxing authorities; leads client meetings; collaborates with financial advisors; delegates work; and uses tax software, automation, and AI while maintaining accountability for quality and deadlines.

Supports Relationship Managers serving independent RIAs through account administration, custodial processing, account setup and maintenance, trading support, billing assistance, reporting, data management, and issue resolution. The role ensures operational accuracy, responds to advisor requests, maintains portfolio system records, prepares reports, and provides administrative support to advisor-facing teams. Strong organization, communication, attention to detail, multitasking, and proficiency with Microsoft Office, CRM, portfolio systems, and AI tools are required.

Analyze, clean, validate, and interpret data to identify trends and actionable insights. Develop SQL queries, maintain databases and Excel workbooks, calculate financial KPIs, collaborate with stakeholders, gather business requirements, and present recommendations to nontechnical audiences. The role supports Finance Analytics and contributes to building a new data ecosystem.

Provides employment-law counsel on employee relations, investigations, agreements, restrictive covenants, litigation, policies, and acquisitions. Partners with HR, recruiting, business leaders, and Legal to manage risk and support business objectives. Conducts legal research, drafts documents, supports due diligence and disputes, and uses legal technology and AI tools to improve efficiency. Requires a J.D., active U.S. bar license, and at least two years of employment law experience. This is a fully remote role.

Leads full-cycle recruitment for financial advisors and teams, including sourcing, pipeline development, candidate relationship management, vetting, onboarding coordination, recruitment campaigns, and performance reporting. Partners with leadership, marketing, and cross-functional teams to attract qualified and diverse talent. Requires strong networking, employment-law knowledge, recruiting technology expertise, communication, judgment, and AI literacy.

Owns and governs the enterprise Design System, including components, tokens, patterns, documentation, accessibility, and adoption. Designs responsive interfaces and prototypes, validates implementation quality, and partners with UX, product, engineering, architecture, and business teams. The role also establishes AI-ready design standards, reviews AI-assisted outputs, manages design-system priorities, and coaches teams on consistent application across enterprise products.

Supports senior financial advisors by managing client relationships, assisting with meetings, analyzing investments and insurance policies, placing trades, preparing annual reviews, and creating financial plans. The role gathers and analyzes client data, identifies planning opportunities, maintains CRM records, supports client communications, and helps ensure compliance while contributing to client retention and sales growth.

Supports advisor teams with routine investment trade execution, trade-status monitoring, account activity review, platform troubleshooting, and operational process adherence. The role uses Orion Eclipse and custodial trading platforms, maintains accurate records, follows compliance controls, responds to advisor requests, supports training and documentation, and escalates complex issues. Success requires attention to detail, reliability, strong communication, collaboration, and willingness to develop technical trading expertise.

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.

Acquire and close high-net-worth clients with more than $500,000 in investable assets through direct marketing channels. Support financial advisory teams, conduct client presentations, explain wealth management strategies, develop financial plans, increase assets under management, and ensure smooth post-sale client transitions. The role requires consultative selling, relationship development, strategic planning, CRM usage, regular travel up to 50%, and Series 65 or 66 licensing.

Develops and manages marketing strategies for a portfolio of financial advisor teams across the Northeast. The role analyzes growth opportunities, creates marketing plans and budgets, monitors performance, recommends actions, and drives advisor accountability. It partners with Practice Management, Advisor Marketing Specialists, Corporate Marketing, and other stakeholders to coordinate execution. Responsibilities include Salesforce and dashboard analysis, documentation, presentations to leaders and advisors, budget optimization, cross-functional initiatives, and testing AI-enabled marketing tools. The position is remote with approximately four to six annual trips.

Leads corporate executive programs for high-net-worth clients by building relationships with C-suite executives and corporate partners, delivering education on tax-aware planning, equity compensation, investments, and estate strategies, and sourcing and closing prospects. Partners with advisors nationwide to transition clients, develop strategic partnerships, grow the business line, present solutions, maintain compliance, and support corporate events. Requires extensive wealth management, business development, and HNW/UHNW client experience, with up to 75% national travel.

Provides planning-based financial advisory services, manages and grows client relationships, conducts annual financial and investment reviews, sources and converts prospects, drives referrals, and mentors team members on financial planning and client service. The role requires substantial wealth management experience, advanced credentials, securities and insurance licenses, strong communication and analytical skills, and compliance with company standards.

Leads and mentors financial advisors while managing high-touch relationships with ultra-high-net-worth clients. Responsibilities include facilitating financial planning, conducting annual reviews, providing ongoing client support, sourcing and converting prospects, driving referrals, and supporting team growth. The role requires collaboration with senior advisors, adherence to compliance and communications standards, participation in training, and expertise in planning-oriented wealth management services.

Supports wealth-management operations by maintaining portfolio platform data, account and transaction coding, reporting configurations, and data integrity. Performs audits, troubleshoots platform issues, supports advisors and internal teams, explains performance methodologies, builds custom queries, improves processes, and assists with projects involving billing, trading, tax reporting, composites, and performance data.