Search the 39 jobs at Wealth Enhancement Group

The Associate Portfolio Manager role at Wealth Enhancement Group involves conducting market research, managing daily portfolio workflows, and assisting the investment strategy team in enhancing investment selection and communication processes. The role also includes responsibilities in securities trading, portfolio operations, and integrating with the investment team to develop and maintain a deep understanding of investment strategies.

The Financial Planner at Wealth Enhancement Group will provide support to Financial Advisors in developing comprehensive financial plans and analyses for clients. Responsibilities include organizing financial documentation, creating customized financial plans, conducting client reviews, and providing technical planning support. Industry knowledge and collaboration in Roundtables are key aspects of this role.

The Associate Financial Planner at Wealth Enhancement Group in Greenville, SC will provide support to Financial Advisors in developing comprehensive financial plans and analyses. Responsibilities include organizing client financial documentation, creating customized financial plans, and providing technical planning and client support. This is a hybrid work opportunity with a salary target of $60,000.00 - $70,000.00 per year, eligible for bonuses.

The Financial Advisor Assistant at Wealth Enhancement Group in Brentwood, TN is responsible for client relationship management, client reviews, portfolio management, and marketing. The role involves working closely with the Financial Advisor & Managing Director to provide exceptional service to clients. Bachelor's degree in finance or related field and 2 years of previous experience in financial services are required.

The Sr Compensation Analyst at Wealth Enhancement Group will enhance the compensation program by providing detailed reports and analytics-based recommendations to leadership. Responsibilities include providing reporting to Executive Leadership, analyzing compensation programs, managing bonus programs, and consulting on benchmarking plans.

Wealth Enhancement Group is seeking a New Client Acquisition Specialist to qualify and schedule prospective clients with WEG advisors. This fully remote role involves developing prospective clients, communicating company differentiators, and following team processes and procedures. The base salary for this position is $56,000 - $65,000 per year, with additional commissions and company incentives available.

Dynamic opportunity for a VP, New Client Development | Partner Programs at Wealth Enhancement Group. Lead sales team, establish processes, drive business results in custodial referral program. Manage high-performing Regional Vice Presidents, oversee all sales functions, including strategic planning and business development. Salary target $185K - $195K with bonus and equity eligibility. Strong focus on team leadership, data-driven performance management, and sales process development.

The Tax Advisor at Wealth Enhancement Tax & Consulting Services is responsible for delivering high-quality tax advice, planning, and return preparation services to assigned clients. The role involves collaborating with team members to enhance expertise and client satisfaction, driving productivity and revenue increases, and fostering teamwork within the organization.

The SVP, New Client Development | Partner Programs at Wealth Enhancement Group will be responsible for setting and executing growth strategies, managing executive relationships, leading sales teams, educating financial advisors, and conducting market analysis and reporting.

The Technical Accounting Manager at Wealth Enhancement Group is responsible for leading the accurate and timely preparation of financial statements, ensuring compliance with regulations and standards, and addressing technical accounting issues and developments. The role involves preparing memos, analyzing complex transactions, and implementing new accounting standards. The ideal candidate is detail-oriented, organized, and possesses strong problem-solving skills.

Wealth Enhancement Group is seeking a Senior Accounts Receivable Specialist responsible for invoicing, cash collection, and collaborating with financial advisor teams. The role offers a salary range of $70,000 - $80,000 per year with bonus eligibility and opportunities for process improvements and support to strengthen client relationships.

Seeking a Senior Counsel to provide strategic advice and counsel on compliance with employment laws in the financial services industry. Responsibilities include serving as the primary employment law advisor, drafting employment agreements, supporting mergers and acquisitions, and providing general legal support. Salary target is $147,000 - $157,000 per year with eligibility for a corporate bonus. Full job description available in the job posting.

The Financial Advisor role at Wealth Enhancement Group involves managing client relationships, facilitating financial planning processes, closing prospective clients, and providing client service. The role requires a 4-year degree in business, finance, or economics, an advanced designation (CFP, CPA, MBA), and Series 7 and 66 certifications.

Financial Advisor role at Wealth Enhancement Group focusing on managing client relationships, assisting in financial planning, closing prospective clients, and providing client service. Requires 4-year degree, advanced designation, and 10+ years' sales experience in wealth management.

The Receptionist at Wealth Enhancement Group in Milwaukee, WI will provide exceptional customer service, handle client calls, process transactions, maintain databases, and assist with office projects. The position requires a high school diploma or 2-year degree, 2 years of office/reception experience, and proficiency in Word, Excel, Outlook, PowerPoint, and potentially Salesforce and Adobe.

The Financial Advisor at Wealth Enhancement Group is responsible for managing client relationships, facilitating the financial planning process, sourcing and closing prospective clients, and participating in training and development programs. Key qualifications include a 4-year degree in business, finance, or economics, advanced designations like CFP or CPA, and 4+ years of experience in wealth management.

As a Financial Advisor at Wealth Enhancement Group, you will assist clients in achieving their financial goals, conduct financial planning processes, manage client relationships, and participate in client-facing technologies and trainings. The role requires a 4-year degree in business, finance, or economics, advanced designations, and 4+ years of wealth management experience.

The Associate Financial Advisor will support senior advisors in providing financial plans and advice to clients, assisting with onboarding, client relationship management, client reviews, and financial plans. They will also help maintain client documentation, communicate with clients, and develop knowledge of financial products and industry standards.

The Financial Advisor at Wealth Enhancement Group is responsible for managing client relationships, facilitating the financial planning process, sourcing and closing prospective clients, and providing high-level planning-oriented service. They must have a 4-year degree in business, finance, or economics, advanced designations (CFP, CPA, MBA), and 4+ years of experience in wealth management.

Join Wealth Enhancement Group as a Financial Advisor in Falls Church, VA. Help clients achieve their financial goals by managing client relationships, facilitating financial planning, and closing prospective clients. Requires a 4-year degree in business, finance, or economics, advanced designation (CFP, CPA, MBA), and 4+ years of wealth management experience.