Jobs at Wealth Enhancement Group

The Financial Advisor will provide exceptional financial plans and advice, manage client relationships, source prospects, and mentor the team in financial planning matters.

The Sr. Development Manager oversees development resources, ensures alignment with technology strategies, drives innovative solutions on platforms, and leads and mentors developers.

The Financial Advisor manages client relationships, facilitates financial planning, sources new clients, and maintains compliance while providing personalized financial advice.

The VP Financial Advisor manages client relationships, facilitates financial planning, sources clients, and assists in client service alongside senior advisors. The role requires strong analytical skills and a proactive approach to client engagement.

The Regional Vice President will manage custodial client relationships, educate on financial solutions, and close new business opportunities. This role involves extensive travel and coordination with WEG advisors.

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.

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.

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 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.

Lead daily compliance reviews of new business and trade alerts to ensure firm, broker/dealer, and regulatory compliance. Monitor internal controls and Salesforce queues, provide principal approval or resolve deficiencies, escalate issues, train acquisition teams, collaborate on trends and policy updates, and handle advisor/client correspondence, refunds, and trade error cases.

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

Support senior advisors by managing client relationships, preparing financial plans and annual reviews, entering CRM notes, placing trades, analyzing investments/insurance, and participating in trainings to maintain high service and compliance standards.

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.

The Vice President Financial Advisor manages client relationships, facilitates financial planning, sources prospects, mentors team members, and ensures compliance with company standards while participating in training and development.

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.