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Wealth Enhancement Group

Portfolio Manager | Investment Manager Research

14 Days Ago

United States of America

Remote

809 Employees

150K-160K Annually

3-5 Years of Experience

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809 Employees

150K-160K Annually

3-5 Years of Experience

Financial Services

The Portfolio Manager | Investment Manager Research will be responsible for sourcing, diligence, and selecting investment expressions. They will collaborate with the Chief Investment Officer and other team members to research investment themes, economic and market conditions, and conduct investment due diligence of 3rd party managers across various fund structures. The role involves developing cohesive approaches to model sleeves and collaborating with committees to articulate investment ideas for client adoption.

Wealth Enhancement Group

Portfolio Consulting Analyst

15 Days Ago

Warren, NJ, USA

809 Employees

75K-85K Annually

3-5 Years of Experience

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809 Employees

75K-85K Annually

3-5 Years of Experience

Financial Services

Portfolio Consulting Analyst at Wealth Enhancement Group, responsible for partnering with Advisor teams to provide investment options to clients, focusing on sales and service support and delivering educational content. Salary range $75,000 - $85,000. Hybrid work opportunity for 2 days remote.

Wealth Enhancement Group

Trading Manager – Portfolio Optimization

15 Days Ago

United States of America

Remote

809 Employees

5-7 Years of Experience

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809 Employees

5-7 Years of Experience

Financial Services

Seeking a Trading Manager - Portfolio Optimization to lead the transition of client accounts to managed portfolios using tax-efficient optimization tools. Responsibilities include guiding a team, executing complex trade requests, communicating with advisors, and providing training and support on portfolio optimization tools.

Wealth Enhancement Group

Salesforce Technical Architect

16 Days Ago

United States of America

Remote

809 Employees

140K-160K Annually

7+ Years of Experience

Apply

809 Employees

140K-160K Annually

7+ Years of Experience

Financial Services

The Salesforce Technical Architect is responsible for ensuring quality coding across all development efforts related to Salesforce implementations. They lead technical review meetings, anticipate company needs, and create comprehensive technical designs and solutions. The role also involves reviewing user story acceptance criteria, collaborating with technology leadership, and participating in design review sessions to meet business objectives.

Wealth Enhancement Group

Regional Marketing Specialist

16 Days Ago

United States of America

Remote

809 Employees

60K Annually

1-3 Years of Experience

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809 Employees

60K Annually

1-3 Years of Experience

Financial Services

The Regional Marketing Specialist at Wealth Enhancement Group will accelerate the firm's growth by providing execution leadership and support on marketing and sales strategies. This role involves partnering with senior specialists, aligning marketing plans, supporting advisor teams, and enabling advisor growth through relationship building and event support.

Wealth Enhancement Group

Financial Advisor Assistant

16 Days Ago

Philadelphia, PA, USA

809 Employees

50K-80K Annually

1-3 Years of Experience

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809 Employees

50K-80K Annually

1-3 Years of Experience

Financial Services

The Financial Advisor Assistant will support the growth and development of the team by assisting in new client onboarding, client relationship management, client reviews, financial plans, and gaining industry knowledge. Salary target is $50,000 - $80,000.

Wealth Enhancement Group

Private Client Strategist

20 Days Ago

United States of America

Remote

809 Employees

140K-190K Annually

7+ Years of Experience

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809 Employees

140K-190K Annually

7+ Years of Experience

Financial Services

The Private Client Strategist at Wealth Enhancement Group will create complex and customized comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Responsibilities include organizing client information, reviewing financial positions, analyzing legal documents, and providing recommendations in financial planning presentations.

Wealth Enhancement Group

Financial Advisor

21 Days Ago

Uniontown, PA, USA

809 Employees

3-5 Years of Experience

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809 Employees

3-5 Years of Experience

Financial Services

The Financial Advisor at Wealth Enhancement Group is responsible for managing client relationships, conducting financial planning processes, sourcing and closing prospective clients, and participating in training and educational events. The role requires a 4-year degree in business, finance, or economics, advanced designations like CFP or CPA, and 4+ years of experience in wealth management. Strong analytical, organizational, and communication skills are essential for success in this position.

Wealth Enhancement Group

Associate Financial Advisor

23 Days Ago

Pittsford, NY, USA

809 Employees

65K-85K Annually

1-3 Years of Experience

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809 Employees

65K-85K Annually

1-3 Years of Experience

Financial Services

The Associate Financial Advisor at Wealth Enhancement Group provides financial plans, advice, and reviews to help clients achieve their financial goals. They work with the senior advisors to actively manage client relationships and support the sales team in meeting client expectations. The role involves creating financial plans, analyzing investments, preparing annual reviews, and participating in training programs and events. The salary range for this role is $65,000 - $85,000 per year.