About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We have an excellent opportunity for an Internal Sales Specialist. This role is responsible for supporting our Regional Vice Presidents (RVPs) in their pursuit of new client relationships. As an Internal Sales Specialist you are an integral part of the business unit’s sales team and best-in-class support structure. The role requires a broad understanding of wealth management practices and financial planning.
This is a remote work opportunity, however, candidates must be located in the Central or Eastern time zone to be considered for the role.
In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000.00 - $85,000.00, exclusive of bonuses and benefits.
Primary Job Functions
Rapid response
Acknowledge incoming referrals with internal processors for immediate action
Make initial contact with referring external partner in optimal response time
Help process leads in company systems for RVP and Advisor access
Sets initial client meetings & gathers appropriate case information for RVP
Oversees sales cycle
Pre-intro communications and scheduling
Post-intro communications and data gathering
Plan proposals and deliverable completion
Presentation coordination and onboarding experience
Sales team support
Partner with regional sales leadership to oversee new business pipeline
Coordinate with central support teams on sales related activity
Other duties and obligations as reasonably assigned or requested
Education/Qualifications
Bachelor’s degree in business, financial services or related field (preferred)
2+ years applicable experience, ideally in project management and/or financial services
High level of attention to detail and ability to execute on multiple projects at one time
FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
Basic knowledge of RIA and custodial platforms and investment products a plus
Strong oral, written and presentation skills
Ability to train and coach others
Proficient with Microsoft Office suite and Salesforce
Must be in good compliance standing with all rules, regulations, and policies
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#LI-Remote
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
Skills Required
- Must be located in Central or Eastern time zone (remote work option)
- 2+ years applicable experience
- Bachelor's degree in business, financial services or related field
- High level of attention to detail and ability to manage multiple projects concurrently
- FINRA Series 7 and 66 (or 63 & 65)
- Basic knowledge of RIA and custodial platforms and investment products
- Strong oral, written, and presentation skills
- Ability to train and coach others
- Proficient with Microsoft Office suite and Salesforce
- Must be in good compliance standing with all rules, regulations, and policies
- Ability to stand or sit for long periods, file documents, use telephone and computer systems (OSHA requirements)
Wealth Enhancement Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wealth Enhancement Group and has not been reviewed or approved by Wealth Enhancement Group.
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Healthcare Strength — Coverage spans medical, dental, vision, employer-paid life, and short- and long-term disability with added wellness resources. Options such as HSAs/FSAs, critical illness/accident coverage, an EAP, and digital fitness broaden overall health support.
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Retirement Support — A 401(k) with company match and immediate vesting is offered alongside discretionary profit sharing. These features strengthen long-term financial security for employees.
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Parental & Family Support — Paid parental leave at full pay and paid caregiver leave are included. These policies signal meaningful support for growing families and caregiving needs.
Wealth Enhancement Group Insights
What We Do
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn’t have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts. That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth. Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
