Teams at Wealth Enhancement Group

Manage client relationships, facilitate financial planning, conduct annual reviews, analyze investments and insurance policies, place trades, and support senior advisors. Source and convert prospective clients through referrals and company leads while providing high-level planning-oriented service. Maintain accurate CRM records, participate in training, use advisor-facing technology, and remain compliant with corporate communication and regulatory standards.

Manages support, administration, governance, and optimization of operational applications including eMoney, MoneyGuidePro, Holistiplan, and Riskalyze. Serves as a liaison between platform support and business teams, troubleshoots issues with vendors, develops documentation and training, supports onboarding, ensures compliance and data integrity, and coordinates application enhancements, testing, deployments, and change communications. The role also requires advanced AI proficiency, including designing AI-enabled workflows, evaluating solutions, prompt engineering, and training users.

Leads regional new-client development for a wealth management firm, acquiring and closing high-net-worth clients with over $500,000 in investable assets. Builds revenue through consultative sales, financial planning presentations, and investment recommendations while supporting advisory teams, client transitions, and retention. Requires strong wealth management expertise, relationship-building, strategic selling, CRM experience, FINRA Series 65 or 66, and willingness to travel up to 50%.