The Client Experience Lead will establish a client experience strategy, execute VoC initiatives, analyze data for insights, and collaborate across teams to enhance client relationships.

The Operations Intern role involves supporting the operations team in portfolio accounting, data quality audits, and document retention tasks. Responsibilities include data entry, resolving CRM tasks, using Excel for audits, and assisting with office management and communication.

The New Client Team Intern will support the sales pipeline by assisting in the advisor opportunity process, generating reports, and utilizing data entry skills. Interns will gain hands-on experience in financial services and marketing while enhancing communication and learning about the sales process. The position is ideal for students seeking a career in finance or sales.

The Internal Sales Specialist will support Regional Vice Presidents in establishing new client relationships. Responsibilities include managing incoming leads, processing case information, coordinating presentations, and overseeing the sales cycle while providing support to the sales team.

The Director of Program Management Growth & Lifecycle Marketing drives Growth and Lifecycle marketing initiatives. This role spans strategy development, overseeing marketing tech stacks, and managing a team to execute programs. Requires strong data analysis skills and leadership to enhance customer engagement and business performance.

The Internal Communications Intern will support employee engagement initiatives and community involvement programs at Wealth Enhancement. Responsibilities include promoting employee appreciation gifts and wellness programs, creating communication content, and assisting with nonprofit engagement. This internship offers practical experience in internal communications within the financial sector.

The Compliance Intern will assist the Compliance team with process implementation, track compliance requirements, and support various compliance-related tasks. Interns will gain practical knowledge in regulatory compliance frameworks and enhance their analytical skills.

The Employee Communication Lead will develop and implement strategies for effective internal communications, manage communication channels, and support employee engagement initiatives to foster company culture. Responsibilities include overseeing communication programs, managing key employee meetings, providing writing and consulting services, and leading a team of communications associates and interns.

The Sr Advisor Recruiting Specialist is responsible for full life cycle recruitment for advisor teams, sourcing candidates, managing candidate relationships, and coordinating offers. They build candidate pipelines through networking and social media, ensuring a positive candidate experience and maintaining communication throughout the recruitment process while meeting deadlines in a fast-paced environment.

The Financial Advisor will provide personalized financial plans and advice, manage client relationships, prepare annual reviews, engage clients in the financial planning process, mentor team members, and drive sales growth. They will ensure ongoing client support, communicate effectively, and participate in training and education events.

The Financial Advisor manages client relationships to help them achieve financial goals through personalized financial planning. Responsibilities include facilitating the financial planning process, sourcing and converting prospects to clients, assisting senior advisors, conducting client meetings, and ensuring compliance with the firm's standards.

The Financial Advisor will manage client relationships, facilitate the financial planning process, and assist senior advisors. Responsibilities include conducting annual reviews, sourcing prospective clients, and engaging clients in financial planning. The role also involves analyzing investments and managing accounts, while adhering to corporate communication and compliance standards.

The Associate Portfolio Manager assists the investment strategy team by conducting market research, analyzing securities like stocks and bonds, executing trades, and maintaining portfolio management workflows. The role involves communication and collaboration to enhance overall investment strategies and support team projects.

The Regional Vice President, Partner Programs manages relationships with custodial partners and engages with prospective clients to transfer them to advisors. Responsibilities include sourcing prospects, conducting presentations, and participating in training and compliance activities while maintaining communication with advisors nationwide.

The Regional Vice President, Partner Programs will manage relationships with custodial partners, close sales prospects, and educate clients and advisors about services and strategies. This role requires regular travel and participation in training and presentations to understand client needs and facilitate successful transitions to WEG Advisors.

The Trading Operations Specialist is responsible for trade order creation and execution, tax-efficient rebalancing, post-trade processing, corporate action research, and support for investment research and reporting. This role requires effective time management and organizational skills while being detail-oriented to ensure accuracy in various investment operations.

The Associate Financial Planner will act as a liaison between clients and Financial Advisors, assisting with financial paperwork, account reviews, and client requests. Key responsibilities include organizing financial documentation, analyzing investments, and maintaining client files while ensuring accurate completion of necessary paperwork.

The Administrative Assistant will be the first point of contact for clients, providing exceptional customer service, managing calls and appointments, ensuring office cleanliness, handling deliveries, and assisting with various administrative tasks as assigned.

The Financial Advisor is responsible for managing client relationships, facilitating the financial planning process, preparing annual reviews, sourcing and closing prospective clients, and assisting clients in managing their investments and insurance policies. They will work closely with senior advisors and contribute to the company's objectives for customer service quality and sales growth.

The Financial Advisor Assistant supports Financial Advisors in maintaining client relationships, conducting client reviews, and managing portfolios. Responsibilities include client communication, gathering data for reviews, updating client accounts, and performing portfolio analysis. This role involves using CRM software and ensuring client needs are met effectively.