![](https://cdn.builtin.com/cdn-cgi/image/f=auto,fit=contain,w=200,h=200,q=100/https://builtin.com/sites/www.builtin.com/files/2022-08/1_573.jpg)
Wealth Enhancement Group
Jobs at Similar Companies
Similar Companies Hiring
Jobs at Wealth Enhancement Group
Recently posted jobs
Financial Services
The Financial Advisor will manage client relationships, facilitate the financial planning process, and assist in closing prospective clients. Responsibilities include preparing and conducting annual reviews, analyzing investments, and providing financial advice while adhering to company compliance standards.
Financial Services
The Regional Vice President will drive revenue growth by managing strategic referral partnerships, building relationships with key personnel, and generating significant monthly assets. Responsibilities include educating financial professionals and clients, collaborating with teams to serve clients, and expanding the partner referral program. A successful candidate will be skilled in business development and relationship building, particularly with high net worth individuals.
Financial Services
The Tax Consultant will prepare tax returns for high-net-worth clients, focusing on individual, trust, and gift tax returns. The role involves identifying planning opportunities, maintaining client relationships, and researching tax law changes while collaborating with wealth management teams.
Financial Services
The Trading Associate at Wealth Enhancement serves as a liaison between advisors and the Central Trading Desk, providing training and support for trading processes and order management. The role involves utilizing platforms like Orion and Eclipse for trade execution and collaborating with peers to ensure mutual success in trading support.
Financial Services
The Senior Communications Specialist will support external communications, manage social media channels, create content for owned media, pursue proprietary data, and assist with crisis communications. Strong communication, organization, and follow-through skills are essential for collaborating with various teams and enhancing the firm's visibility.
Financial Services
The Business Systems Associate supports Advisor Teams by focusing on systems and data. Responsibilities include reporting on Salesforce analytics, developing dashboards, assisting with resource management, and building partnerships with stakeholders. The associate strives for excellence by improving processes and providing innovative solutions.
Financial Services
The Workday Team Manager will oversee the design, deployment, and maintenance of Workday HCM and Finance systems, ensuring alignment with business partners. Responsibilities include leading a team, managing change control, providing strategic direction, and supporting special projects to enhance service delivery.
Financial Services
The Associate Financial Advisor will assist clients in achieving their financial goals while providing excellent client service. Responsibilities include working closely with senior advisors, managing client relationships, analyzing investments and financial plans, placing trades, preparing annual reviews, creating financial plans, and participating in training and development events.
Financial Services
The Trading Operations Specialist is responsible for trade order execution, rebalance of client accounts, managing trade settlement issues, researching corporate actions, and supporting investment reporting. The role demands strong analytical skills and effective time management for successful operational support.
Financial Services
The Sr. Human Resource Generalist role supports HR functions including Core HR, HRIS Support, Administration, and Employee Support. Responsibilities involve managing M&A processes, maintaining job descriptions, ensuring compensation fairness, and providing employee assistance while collaborating with various stakeholders.
Financial Services
The Development Manager leads developer resources, aligns technology vision with the Director of Salesforce Architecture, oversees solution development on Salesforce and Workday, maintains documentation, manages project allocations, mentors team members, enforces coding standards, and conducts quality assurance for deliverables.
Financial Services
The Senior Annuity Desk Lead at Wealth Enhancement will establish and manage a centralized Annuity Desk, supporting Advisors and clients with annuity strategies, education, and analysis. The role involves developing tools and resources, training Advisors, and collaborating on business initiatives while staying informed about industry trends.
Financial Services
As a Financial Advisor at Wealth Enhancement, you will manage client relationships, assist senior advisors, facilitate the financial planning process, and source new clients. You'll support clients in achieving financial goals and engage in planning and investment reviews while providing high-level service and compliance adherence.
Financial Services
The Financial Advisor - Partner Programs is responsible for managing client relationships, facilitating the financial planning process, sourcing and closing prospective clients, and providing exceptional client service. This role also includes analyzing investments and insurance policies, placing trades, and participating in training and professional development.
Financial Services
The Associate Financial Advisor assists senior advisors in managing client relationships, preparing financial plans, conducting client meetings, and performing investment analyses. This role focuses on providing exceptional client service, contributing to sales growth, and adhering to compliance standards while offering advancement opportunities in the wealth management field.
Financial Services
As a Financial Advisor at Wealth Enhancement Group, you will manage client relationships, facilitate the financial planning process, and source and close prospective clients. Responsibilities include conducting annual reviews, managing client accounts, and presenting financial advice in collaboration with senior advisors.
Financial Services
The Advisor Succession Planning Director is responsible for developing and implementing succession plans for advisors, ensuring smooth transitions of client relationships and operational continuity. This role requires strategic thinking, relationship management, analytical skills, and a deep understanding of the financial services industry.
Financial Services
The Regional Vice President, New Client Development will drive revenue by acquiring new clients with investable assets over $500k, supporting financial advisory teams, and ensuring high-quality client service. Responsibilities include developing marketing presentations, educating clients, and managing relationships with high net worth investors.
Financial Services
The Regional Vice President, Partner Programs will manage relationships with custodial partners like Schwab and Fidelity, educate on WEG's value propositions, and source and close prospects while working closely with WEG advisors. This role requires significant travel and strong communication skills to effectively educate clients on financial planning strategies.
Financial Services
The Regional Vice President, Partner Programs is responsible for business development, managing relationships with custodial partners, and educating clients on financial planning. This role involves closing prospects and working closely with Wealth Enhancement Group Advisors to enhance services and communicate strategies.