Search the 37 jobs at Wealth Enhancement Group

As a Sr. Human Resource Generalist, you will support HR functions including M&A, HRIS Support, and employee administration. Your responsibilities encompass diligence on new firms, managing offer letters, and updating job descriptions. You will ensure competitive pay and maintain the HRIS while assisting employees and supporting transitions of advisory teams.

The Transition Support Specialist assists newly acquired Advisor Teams in transitioning client accounts by supporting the completion of paperwork, tracking transitions, handling client communications, and ensuring compliance with suitability guidelines. Additionally, they provide client service support and work with various corporate teams to streamline processes for a smooth transition.

The Tax Consultant will prepare tax returns for high-net-worth families, conduct tax planning and research, and maintain relationships with wealth management teams. They are expected to drive productivity enhancements and stay updated on tax law changes while acting as a subject matter expert.

The Associate Portfolio Manager assists the investment strategy team in portfolio research, conducts market research, manages daily trading activities, and integrates with the investment team to enhance strategies. This role supports the growth towards a Portfolio Manager position, handling securities analysis, trading operations, and GIPS compliance.

As an Associate Financial Advisor, you will support the advisory team by managing client relationships, assisting during meetings, entering data into CRM, performing financial analysis, creating financial plans, and ensuring adherence to communication strategies.

The Financial Advisor (CRP) manages relationships with clients, assists in complex financial planning processes, and sources new clients. Responsibilities include conducting reviews, analyzing investments, and providing advisory services in compliance with corporate strategies. This role emphasizes delivering exceptional client service and managing multiple projects effectively.

As a Financial Advisor at Wealth Enhancement Group, you will manage client relationships, assist in the financial planning process, source and close clients, and participate in team discussions. You'll facilitate annual reviews and ensure that client needs are exceeded through personalized service and analysis.

The Financial Advisor Assistant supports Financial Advisors in client relationship management, preparing client reviews, and portfolio management. Responsibilities include maintaining communication with clients, assisting in financial plan development, managing CRM data, and ensuring accurate portfolio allocations and transactions.

The Financial Advisor - Partner Programs will manage client relationships, assisting senior advisors with complex clients, guiding them through the financial planning process, and conducting annual reviews. Responsibilities include sourcing new clients, following up on leads, presenting financial advice, and utilizing CRM technology for client management.

The Financial Advisor will manage client relationships, assist senior advisors in managing complex clients, facilitate the financial planning process, source and close clients, and participate in training and compliance. Responsibilities include analyzing investments, presenting financial plans, and engaging actively in the financial planning community.

The Associate Financial Advisor supports the advisory team in managing client relationships and achieving financial goals. Responsibilities include assisting during client meetings, preparing reviews, analyzing investments, placing trades, and creating financial plans. The role involves significant client interaction and requires proficiency in the firm's technology and financial planning processes.

The Senior Counsel will provide strategic legal advice on employment laws, support HR with compliance, draft and negotiate employment agreements, oversee employment-related claims, and assist with legal due diligence during mergers and acquisitions, while also advising on general legal matters.

The Private Client Strategist will develop complex financial plans for HNW and UHNW clients, review their financial positions, legal documents, and tax returns for optimal strategies, and collaborate with Financial Advisors and Wealth Strategists to provide tailored financial advice and support during presentations and client meetings.

The Receptionist at Wealth Enhancement Group will serve as the first point of contact for clients, handling calls, scheduling appointments, and maintaining office organization. Responsibilities include greeting clients, managing deliveries, maintaining beverage stations, office supplies, and documentation needs, all while providing exceptional customer service.

The VP Financial Advisor manages client relationships, facilitating financial planning while sourcing prospects and closing leads. They mentor team members on financial planning and client services, ensuring compliance and communication alignment. The role emphasizes delivering analytical and organized support for clients to help them achieve their financial objectives.

The Financial Advisor will manage client relationships and assist senior advisors in achieving financial objectives. Responsibilities include facilitating the financial planning process, conducting annual reviews, sourcing and closing new clients, and providing high-level client service. The role requires strong communication and analytical skills, as well as the ability to work on multiple projects.

As a Financial Advisor at Wealth Enhancement Group, you will manage client relationships, assist in the financial planning process, source and close prospective clients, conduct annual reviews, and provide high-level planning-oriented service. You'll also participate in training and adhere to corporate compliance standards.

The Team Operations Manager liaises between the corporate office and the advisor office, ensuring compliance with corporate changes and process updates. Responsibilities include managing staff, facilitating meetings, overseeing training programs, coordinating office operations, and ensuring adherence to compliance and marketing strategies.

The Senior Cloud Architect, AWS will design, implement, and maintain cloud solutions, collaborate with technical and business teams, lead cloud infrastructure initiatives, and ensure compliance with regulatory and security requirements while mentoring team members.

The Product Manager at Wealth Enhancement Group is responsible for developing and executing the product roadmap, evaluating business processes and technology solutions, and leading agile ceremonies. They will work closely with senior leadership and various teams to deliver effective solutions and enhance product performance post-launch. This role emphasizes stakeholder engagement and the adoption of an agile mindset.