Teams at Wealth Enhancement Group

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.