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The Associate Portfolio Manager role at Wealth Enhancement Group involves conducting market research, managing daily portfolio workflows, and assisting the investment strategy team in enhancing investment selection and communication processes. The role also includes responsibilities in securities trading, portfolio operations, and integrating with the investment team to develop and maintain a deep understanding of investment strategies.
The Financial Planner at Wealth Enhancement Group will provide support to Financial Advisors in developing comprehensive financial plans and analyses for clients. Responsibilities include organizing financial documentation, creating customized financial plans, conducting client reviews, and providing technical planning support. Industry knowledge and collaboration in Roundtables are key aspects of this role.
The Associate Financial Planner at Wealth Enhancement Group in Greenville, SC will provide support to Financial Advisors in developing comprehensive financial plans and analyses. Responsibilities include organizing client financial documentation, creating customized financial plans, and providing technical planning and client support. This is a hybrid work opportunity with a salary target of $60,000.00 - $70,000.00 per year, eligible for bonuses.
The Financial Advisor Assistant at Wealth Enhancement Group in Brentwood, TN is responsible for client relationship management, client reviews, portfolio management, and marketing. The role involves working closely with the Financial Advisor & Managing Director to provide exceptional service to clients. Bachelor's degree in finance or related field and 2 years of previous experience in financial services are required.
The Sr Compensation Analyst at Wealth Enhancement Group will enhance the compensation program by providing detailed reports and analytics-based recommendations to leadership. Responsibilities include providing reporting to Executive Leadership, analyzing compensation programs, managing bonus programs, and consulting on benchmarking plans.
Wealth Enhancement Group is seeking a New Client Acquisition Specialist to qualify and schedule prospective clients with WEG advisors. This fully remote role involves developing prospective clients, communicating company differentiators, and following team processes and procedures. The base salary for this position is $56,000 - $65,000 per year, with additional commissions and company incentives available.
Dynamic opportunity for a VP, New Client Development | Partner Programs at Wealth Enhancement Group. Lead sales team, establish processes, drive business results in custodial referral program. Manage high-performing Regional Vice Presidents, oversee all sales functions, including strategic planning and business development. Salary target $185K - $195K with bonus and equity eligibility. Strong focus on team leadership, data-driven performance management, and sales process development.
The Tax Advisor at Wealth Enhancement Tax & Consulting Services is responsible for delivering high-quality tax advice, planning, and return preparation services to assigned clients. The role involves collaborating with team members to enhance expertise and client satisfaction, driving productivity and revenue increases, and fostering teamwork within the organization.
The SVP, New Client Development | Partner Programs at Wealth Enhancement Group will be responsible for setting and executing growth strategies, managing executive relationships, leading sales teams, educating financial advisors, and conducting market analysis and reporting.
The Technical Accounting Manager at Wealth Enhancement Group is responsible for leading the accurate and timely preparation of financial statements, ensuring compliance with regulations and standards, and addressing technical accounting issues and developments. The role involves preparing memos, analyzing complex transactions, and implementing new accounting standards. The ideal candidate is detail-oriented, organized, and possesses strong problem-solving skills.
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