Jobs at Wealth Enhancement Group

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

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

Administer and govern the firm's planning technology ecosystem: vendor management, licensing, platform administration, M&A onboarding and migrations, integrations, reporting, documentation, training, and process improvement to ensure platforms are supported, compliant, and aligned with enterprise objectives.

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.

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.

The Financial Advisor will manage client relationships, facilitate financial planning processes, source leads, and mentor team members to improve service and client outcomes.

Lead redesign and modernization of the tax preparation practice: redesign workflows, manage migration from Pro Series to CCH Axcess, develop processes/templates, hire and manage seasonal staff, provide proactive tax planning and complex return preparation/review, partner with advisors and cross-functional teams to scale the tax business.

Support Regional Vice Presidents by rapidly responding to referrals, processing leads, scheduling and preparing client meetings, gathering data, coordinating proposals and presentations, and helping onboard new clients while managing the sales pipeline and liaising with central support teams.

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.

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.

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.

The Administrative Assistant will support Financial Advisors by handling client calls, scheduling meetings, managing office tasks, and maintaining client files in Salesforce while ensuring a welcoming environment for clients.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and participates in training programs.