Jobs at Wealth Enhancement Group

Plans and executes educational seminars, tradeshows, conferences, networking, and hospitality events. Coordinates venues, speakers, promotional campaigns, materials, budgets, invoices, and onsite logistics. Tracks event details and results in Salesforce, analyzes effectiveness, prepares reporting, and collaborates with marketing, sales, operations, advisors, and external partners. The role also manages event calendars, processes, documentation, and post-event follow-up while traveling up to 25% of the time.

Acquire and close high-net-worth clients with more than $500,000 in investable assets through direct marketing channels. Support financial advisory teams, conduct client presentations, explain wealth management strategies, develop financial plans, increase assets under management, and ensure smooth post-sale client transitions. The role requires consultative selling, relationship development, strategic planning, CRM usage, regular travel up to 50%, and Series 65 or 66 licensing.

Owns the technical product backlog and prioritizes features, defects, technical debt, and improvements. Translates strategic initiatives into development work, defines acceptance criteria, coordinates delivery and dependencies, and accepts completed work. Partners with product managers, engineering, architecture, and business stakeholders to ensure scalable, reliable, compliant services. Drives defect remediation, service quality, continuous improvement, stakeholder communication, and effective use of AI and digital tools.

Develops and manages marketing strategies for a portfolio of financial advisor teams across the Northeast. The role analyzes growth opportunities, creates marketing plans and budgets, monitors performance, recommends actions, and drives advisor accountability. It partners with Practice Management, Advisor Marketing Specialists, Corporate Marketing, and other stakeholders to coordinate execution. Responsibilities include Salesforce and dashboard analysis, documentation, presentations to leaders and advisors, budget optimization, cross-functional initiatives, and testing AI-enabled marketing tools. The position is remote with approximately four to six annual trips.

Leads corporate executive programs for high-net-worth clients by building relationships with C-suite executives and corporate partners, delivering education on tax-aware planning, equity compensation, investments, and estate strategies, and sourcing and closing prospects. Partners with advisors nationwide to transition clients, develop strategic partnerships, grow the business line, present solutions, maintain compliance, and support corporate events. Requires extensive wealth management, business development, and HNW/UHNW client experience, with up to 75% national travel.

Provides planning-based financial advisory services, manages and grows client relationships, conducts annual financial and investment reviews, sources and converts prospects, drives referrals, and mentors team members on financial planning and client service. The role requires substantial wealth management experience, advanced credentials, securities and insurance licenses, strong communication and analytical skills, and compliance with company standards.

Leads and mentors financial advisors while managing high-touch relationships with ultra-high-net-worth clients. Responsibilities include facilitating financial planning, conducting annual reviews, providing ongoing client support, sourcing and converting prospects, driving referrals, and supporting team growth. The role requires collaboration with senior advisors, adherence to compliance and communications standards, participation in training, and expertise in planning-oriented wealth management services.

Supports senior financial advisors by managing client relationships, assisting with meetings, preparing reviews and financial plans, analyzing investments and insurance policies, placing trades, and coordinating client service tasks. The role also involves gathering planning information, identifying additional opportunities, using CRM systems, participating in training, and maintaining compliance and communication standards.

Supports wealth-management operations by maintaining portfolio platform data, account and transaction coding, reporting configurations, and data integrity. Performs audits, troubleshoots platform issues, supports advisors and internal teams, explains performance methodologies, builds custom queries, improves processes, and assists with projects involving billing, trading, tax reporting, composites, and performance data.

Manages advisory billing operations, including fee rejection resolution, collections tracking, refunds, reconciliations, accounts receivable uploads, referral billing, and cross-custodian submissions. Provides billing expertise, reporting support, data validation, business continuity coverage, and process documentation. Requires financial services experience, advanced Excel skills, strong analytical abilities, and familiarity with portfolio accounting or management systems, preferably Orion and Salesforce. The role is remote and includes evolving use of AI tools.

Supports wealth-management operations through mailroom and office services, document scanning and records management, new-business and transaction processing, data entry, and administrative support. Maintains accurate confidential records, resolves routine processing issues, supports audits, trains colleagues, maintains procedures, and identifies process improvements. The role is on-site and requires strong organization, attention to detail, Microsoft Office proficiency, and ability to learn firm-specific systems and AI tools.

Manages employee relations cases from intake through resolution, including workplace investigations, performance and conduct guidance, conflict resolution, policy application, and employment compliance. Coaches leaders on corrective actions, terminations, accommodations, and organizational changes. Tracks case metrics, prepares HR insights, improves processes, develops leader training, and uses HRIS, case management, AI, and digital tools to enhance service quality and consistency.

Develop and execute marketing strategies for 8–10 advisor teams across email, social, websites, campaigns, and events. Partner with advisors and marketing stakeholders, coordinate creative and compliance approvals, manage vendors, analyze Salesforce data, track campaign performance, and provide optimization insights. The role also trains advisors, develops scalable marketing resources, supports growth initiatives, and uses AI and digital tools to improve efficiency and service quality.

Executes and optimizes marketing automation campaigns across email, direct mail, and SMS using Salesforce Marketing Cloud. Builds journeys, audiences, landing pages, forms, segmentation, performance reports, and A/B tests. Troubleshoots platform issues, improves engagement plans and KPI performance, and collaborates with paid media and integrated marketing teams. The role also supports AI-enabled workflow improvements and may grow into Marketing Cloud personalization projects.

Identifies and qualifies prospective wealth management clients through high-volume outbound calls and emails, screens prospects, and schedules appointments for financial advisors. Communicates the firm’s value proposition, records prospect interactions and opportunities in Salesforce, manages advisor assignments, and maintains knowledge of financial services, market trends, and regulatory requirements. The role is fully remote within the continental United States and includes base pay, performance-based compensation, benefits, and optional overtime.

Manage client relationships, facilitate financial planning, analyze investments and insurance policies, conduct client reviews, place trades, and support senior advisors. Source and convert prospective clients through referrals and company leads while delivering planning-oriented service. The role also requires participation in training, compliance with corporate communication standards, and proficiency with advisor and client-facing technology.

Leads partner relationships with Schwab and Fidelity representatives, presents Wealth Enhancement’s services, educates prospective clients, sources and closes business, and transitions clients to advisors. Partners with advisors nationwide, participates in events and training, uses client-facing technology, and maintains compliance standards. The role is remote but requires residence in the Boston/New England territory and travel within that region.

Provides comprehensive financial planning and investment management support for clients, including discovering goals, analyzing investments and insurance, preparing annual reviews, placing trades, and managing client relationships. Sources and converts prospective clients through referrals and firm-provided leads, assists senior advisors, presents financial advice, documents meetings in the CRM, and maintains compliance while participating in training and community financial-planning activities.

Manages client relationships through planning-based financial advice, annual reviews, investment discussions, and ongoing support. Sources and converts prospects, develops referrals, and closes leads. Mentors team members on financial planning and client service, participates in training, uses advisor-facing technology, and maintains compliance with corporate communication standards.

Provides administrative and receptionist support to financial advisors, clients, managers, and committees. Responsibilities include handling calls and correspondence, scheduling appointments and meetings, maintaining confidential records, coordinating travel and expenses, preparing meeting materials and minutes, supporting onboarding and training tasks, managing office supplies and mail, and coordinating client events and marketing materials.