Teams at Wealth Enhancement Group

Support Regional Vice Presidents by rapidly responding to referrals, processing leads, scheduling and preparing client meetings, gathering data, coordinating proposals and presentations, and helping onboard new clients while managing the sales pipeline and liaising with central support teams.

Drive new client acquisition and revenue growth by acquiring and closing high-net-worth clients (>$500k AUA) via direct marketing, presentations, and consultative sales. Support local advisory teams with complex financial planning, onboarding, and retention. Use CRM systems to track leads, travel up to 50% for prospecting, and collaborate with marketing to refine pitch materials.

Provide centralized support to Financial Advisors by organizing client documentation, developing comprehensive financial plans and analyses, summarizing benefits/taxes/estate documents, creating reports with Morningstar and BRT, maintaining CRM and account records, preparing client reviews, coordinating with investment and insurance teams, and supporting advisor research and plan delivery.